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Global Financial Private Client’s PennyMac Financial PFSI Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-9
Closed -$901 – 1212
2025
Q1 		$901 Buy
9
+6
+200% +$615 ﹤0.01% 1093
2024
Q4 		$306 Buy
+3
New +$314 ﹤0.01% 1107

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Financial Private Client's PFSI Position: Q2 2025 in Review

Global Financial Private Client sold out of PennyMac Financial (PFSI) in Q2 2025, closing a stake of 9 shares — an estimated $901 sold.

Global Financial Private Client first reported a position in PFSI in Q4 2024 and held it in 2 quarters. The position peaked at $901 in Q1 2025. 219 funds tracked by Wall St. Rank hold PFSI as of Q2 2025.

  • Global Financial Private Client reported no remaining PennyMac Financial position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 9 PennyMac Financial shares in Q2 2025, an estimated $901.
  • Global Financial Private Client first reported a position in PennyMac Financial in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's PennyMac Financial position peaked at $901 in Q1 2025.
  • 219 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.