FGP
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Freestone Grove Partners’s PennyMac Financial PFSI Stock Holding History

Freestone Grove 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 		$41.2K Sell
473
-11,913
-96% -$1.04M ﹤0.01% 875
2026
Q1 		$1.08M Buy
+12,386
New +$1.33M 0.01% 458

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

Freestone Grove Partners's PFSI Position: Q2 2026 in Review

Freestone Grove Partners reduced its PennyMac Financial (PFSI) stake by 96% in Q2 2026, selling an estimated $1.04M and leaving 473 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Freestone Grove Partners first reported a position in PFSI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.08M in Q1 2026. 231 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Freestone Grove Partners held 473 shares of PennyMac Financial worth $41.2K as of Q2 2026.
  • Freestone Grove Partners sold 11,913 PennyMac Financial shares in Q2 2026, an estimated $1.04M.
  • PennyMac Financial made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #875 holding.
  • Freestone Grove Partners first reported a position in PennyMac Financial in Q1 2026 and has held it in 2 quarters since.
  • Freestone Grove Partners's PennyMac Financial position peaked at $1.08M in Q1 2026.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.