Global Retirement Partners
PFSI icon

Global Retirement Partners’s PennyMac Financial PFSI Stock Holding History

Global Retirement 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
2024
Q2 		– Sell
-17
Closed -$1.55K – 3621
2024
Q1 		$1.55K Hold
17
– – ﹤0.01% 2842
2023
Q4 		$1.42K Hold
17
– – ﹤0.01% 2790
2023
Q3 		$1.11K Hold
17
– – ﹤0.01% 2738
2023
Q2 		$1.2K Hold
17
– – ﹤0.01% 2724
2023
Q1 		$1K Buy
+17
New +$1.05K ﹤0.01% 2732

Other funds holding PFSI

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Global Retirement Partners's PFSI Position: Q2 2024 in Review

Global Retirement Partners sold out of PennyMac Financial (PFSI) in Q2 2024, closing a stake of 17 shares — an estimated $1.55K sold.

Global Retirement Partners first reported a position in PFSI in Q1 2023 and held it in 5 quarters. The position peaked at $1.55K in Q1 2024. 184 funds tracked by Wall St. Rank hold PFSI as of Q2 2024.

  • Global Retirement Partners reported no remaining PennyMac Financial position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 17 PennyMac Financial shares in Q2 2024, an estimated $1.55K.
  • Global Retirement Partners first reported a position in PennyMac Financial in Q1 2023 and held it in 5 quarters.
  • Global Retirement Partners's PennyMac Financial position peaked at $1.55K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.