Forum Financial Management
PFSI icon

Forum Financial Management’s PennyMac Financial PFSI Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-2,211
Closed -$291K – 800
2025
Q4 		$291K Hold
2,211
– – ﹤0.01% 760
2025
Q3 		$274K Buy
+2,211
New +$239K ﹤0.01% 794

Other funds holding PFSI

MP
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Forum Financial Management's PFSI Position: Q1 2026 in Review

Forum Financial Management sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 2,211 shares — an estimated $291K sold.

Forum Financial Management first reported a position in PFSI in Q3 2025 and held it in 2 quarters. The position peaked at $291K in Q4 2025. 234 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Forum Financial Management reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,211 PennyMac Financial shares in Q1 2026, an estimated $291K.
  • Forum Financial Management first reported a position in PennyMac Financial in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's PennyMac Financial position peaked at $291K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.