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Essential Partners’s PennyMac Financial PFSI Stock Holding History

Essential Partners’s Portfolio PFSI Stock Details PFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.01K Sell
46
-38
-45% -$3.31K ﹤0.01% 1638
2026
Q1 		$7.34K Buy
84
+81
+2,700% +$8.71K ﹤0.01% 1393
2025
Q4 		$396 Hold
3
– – ﹤0.01% 2282
2025
Q3 		$372 Buy
3
+1
+50% +$108 ﹤0.01% 2275
2025
Q2 		$199 Buy
+2
New +$194 ﹤0.01% 1944

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Essential Partners's PFSI Position: Q2 2026 in Review

Essential Partners reduced its PennyMac Financial (PFSI) stake by 45% in Q2 2026, selling an estimated $3.31K and leaving 46 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Essential Partners first reported a position in PFSI in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.34K in Q1 2026. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Essential Partners held 46 shares of PennyMac Financial worth $4.01K as of Q2 2026.
  • Essential Partners sold 38 PennyMac Financial shares in Q2 2026, an estimated $3.31K.
  • PennyMac Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1638 holding.
  • Essential Partners first reported a position in PennyMac Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's PennyMac Financial position peaked at $7.34K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.