Harbour Investments’s PennyMac Financial PFSI Stock Holding History

Harbour Investments’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 Q1	$87	Buy	+1	New	+$108	﹤0.01%	4524
2024 Q2	–	Sell	-36	Closed	-$3.29K	–	3353
2024 Q1	$3.29K	Hold	36	–	–	﹤0.01%	2637
2023 Q4	$3.19K	Hold	36	–	–	﹤0.01%	2562
2023 Q3	$2.4K	Hold	36	–	–	﹤0.01%	2506
2023 Q2	$2.52K	Hold	36	–	–	﹤0.01%	2478
2023 Q1	$2.13K	Hold	36	–	–	﹤0.01%	2540
2022 Q4	$2.02K	Buy	36 +1	+3%	+$53	﹤0.01%	2512
2022 Q3	$2K	Hold	35	–	–	﹤0.01%	2474
2022 Q2	$2K	Buy	+35	New	+$1.65K	﹤0.01%	2474
2021 Q4	$2K	Hold	35	–	–	﹤0.01%	2423
2021 Q3	$2K	Hold	35	–	–	﹤0.01%	3345
2021 Q2	$2K	Buy	+35	New	+$2.13K	﹤0.01%	3410

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

Millennium Management New York $240B AUM 35.51% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Harbour Investments's PFSI Position: Q1 2026 in Review

Harbour Investments opened a new position in PennyMac Financial (PFSI) in Q1 2026: 1 share worth $87. The stake represents ﹤0.01% of the portfolio and ranks #4524 among its holdings. This is a return to the name: Harbour Investments previously reported a position in PFSI as recently as Q1 2024.

Harbour Investments first reported a position in PFSI in Q2 2021 and has held it in 12 quarters since. The position peaked at $3.29K in Q1 2024. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

Harbour Investments held 1 share of PennyMac Financial worth $87 as of Q1 2026.
PennyMac Financial was a new Harbour Investments position in Q1 2026.
PennyMac Financial made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #4524 holding.
Harbour Investments first reported a position in PennyMac Financial in Q2 2021 and has held it in 12 quarters since.
Harbour Investments's PennyMac Financial position peaked at $3.29K in Q1 2024.
231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.