Garde Capital’s PennyMac Financial PFSI Stock Holding History

Garde 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 Q3	–	Sell	-5	Closed	-$499	–	648
2025 Q2	$499	Hold	5	–	–	﹤0.01%	736
2025 Q1	$501	Buy	+5	New	+$513	﹤0.01%	718

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garde Capital's PFSI Position: Q3 2025 in Review

Garde Capital sold out of PennyMac Financial (PFSI) in Q3 2025, closing a stake of 5 shares — an estimated $499 sold.

Garde Capital first reported a position in PFSI in Q1 2025 and held it in 2 quarters. The position peaked at $501 in Q1 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q3 2025.

Garde Capital reported no remaining PennyMac Financial position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 5 PennyMac Financial shares in Q3 2025, an estimated $499.
Garde Capital first reported a position in PennyMac Financial in Q1 2025 and held it in 2 quarters.
Garde Capital's PennyMac Financial position peaked at $501 in Q1 2025.
230 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.