Franklin Resources
PFSI icon

Franklin Resources’s PennyMac Financial PFSI Stock Holding History

Franklin Resources’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 		$1.15M Buy
13,117
+1,842
+16% +$198K ﹤0.01% 2131
2025
Q4 		$1.49M Buy
11,275
+770
+7% +$98.1K ﹤0.01% 1921
2025
Q3 		$1.3M Sell
10,505
-49
-0.5% -$5.3K ﹤0.01% 1964
2025
Q2 		$1.05M Sell
10,554
-10,421
-50% -$1.01M ﹤0.01% 1970
2025
Q1 		$2.1M Sell
20,975
-960
-4% -$98.5K ﹤0.01% 1677
2024
Q4 		$2.24M Buy
21,935
+11,074
+102% +$1.16M ﹤0.01% 1691
2024
Q3 		$1.17M Sell
10,861
-254
-2% -$26K ﹤0.01% 1920
2024
Q2 		$1.05M Sell
11,115
-902
-8% -$81.6K ﹤0.01% 1912
2024
Q1 		$1.09M Buy
+12,017
New +$1.05M ﹤0.01% 1920
2019
Q1 		– Sell
-26,080
Closed -$554K – 1525
2018
Q4 		$554K Sell
26,080
-7,477
-22% -$153K ﹤0.01% 1300
2018
Q3 		$702K Buy
+33,557
New +$695K ﹤0.01% 1319
2018
Q2 		– Sell
-40,133
Closed -$909K – 1518
2018
Q1 		$909K Buy
+40,133
New +$935K ﹤0.01% 1307

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return