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FORA Capital’s PennyMac Financial PFSI Stock Holding History

FORA Capital’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
2025
Q4 		– Sell
-2,212
Closed -$274K – 603
2025
Q3 		$274K Buy
+2,212
New +$239K 0.05% 388
2024
Q4 		– Sell
-5,407
Closed -$616K – 547
2024
Q3 		$616K Buy
+5,407
New +$554K 0.07% 261
2023
Q4 		– Sell
-4,192
Closed -$279K – 594
2023
Q3 		$279K Buy
+4,192
New +$301K 0.02% 402
2022
Q4 		– Sell
-10,584
Closed -$454K – 619
2022
Q3 		$454K Buy
+10,584
New +$553K 0.09% 264
2021
Q3 		– Sell
-3,053
Closed -$188K – 722
2021
Q2 		$188K Buy
+3,053
New +$185K 0.04% 459
2020
Q1 		– Sell
-1,918
Closed -$65K – 1262
2019
Q4 		$65K Buy
+1,918
New +$62.3K 0.01% 855

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FORA Capital's PFSI Position: Q4 2025 in Review

FORA Capital sold out of PennyMac Financial (PFSI) in Q4 2025, closing a stake of 2,212 shares — an estimated $274K sold.

FORA Capital first reported a position in PFSI in Q4 2019 and held it in 6 quarters. The position peaked at $616K in Q3 2024. 263 funds tracked by Wall St. Rank hold PFSI as of Q4 2025.

  • FORA Capital reported no remaining PennyMac Financial position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 2,212 PennyMac Financial shares in Q4 2025, an estimated $274K.
  • FORA Capital first reported a position in PennyMac Financial in Q4 2019 and held it in 6 quarters.
  • FORA Capital's PennyMac Financial position peaked at $616K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.