Harbor Capital Advisors’s PennyMac Financial PFSI Stock Holding History

Harbor Capital Advisors’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	$43K	Sell	491 -148	-23%	-$12.9K	﹤0.01%	705
2026 Q1	$56K	Buy	639 +143	+29%	+$15.4K	﹤0.01%	671
2025 Q4	$65K	Sell	496 -8	-2%	-$1.02K	0.01%	700
2025 Q3	$62K	Buy	504 +105	+26%	+$11.4K	﹤0.01%	688
2025 Q2	$40K	Buy	399 +6	+2%	+$581	﹤0.01%	734
2025 Q1	$39K	Buy	393 +25	+7%	+$2.56K	﹤0.01%	738
2024 Q4	$38K	Buy	368 +41	+13%	+$4.29K	﹤0.01%	761
2024 Q3	$37K	Buy	+327	New	+$33.5K	﹤0.01%	778

Other funds holding PFSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.57% 1-Year Est. Return

Lightrock Netherlands Utrecht, Netherlands $506M AUM 51.14% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Harbor Capital Advisors's PFSI Position: Q2 2026 in Review

Harbor Capital Advisors reduced its PennyMac Financial (PFSI) stake by 23% in Q2 2026, selling an estimated $12.9K and leaving 491 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Harbor Capital Advisors first reported a position in PFSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $65K in Q4 2025. 104 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Harbor Capital Advisors held 491 shares of PennyMac Financial worth $43K as of Q2 2026.
Harbor Capital Advisors sold 148 PennyMac Financial shares in Q2 2026, an estimated $12.9K.
PennyMac Financial made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q2 2026, its #705 holding.
Harbor Capital Advisors first reported a position in PennyMac Financial in Q3 2024 and has held it in 8 quarters since.
Harbor Capital Advisors's PennyMac Financial position peaked at $65K in Q4 2025.
104 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.