Helix Partners Management
PFSI icon

Helix Partners Management’s PennyMac Financial PFSI Stock Holding History

Helix Partners Management’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 		– Sell
-79,000
Closed -$6.9M – 18
2026
Q1 		$6.9M Buy
+79,000
New +$8.5M 1.85% 7

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Helix Partners Management's PFSI Position: Q2 2026 in Review

Helix Partners Management sold out of PennyMac Financial (PFSI) in Q2 2026, closing a stake of 79,000 shares — an estimated $6.9M sold.

Helix Partners Management first reported a position in PFSI in Q1 2026 and held it in 1 quarter. The position peaked at $6.9M in Q1 2026. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Helix Partners Management reported no remaining PennyMac Financial position as of Q2 2026 after selling out during the quarter.
  • Helix Partners Management sold 79,000 PennyMac Financial shares in Q2 2026, an estimated $6.9M.
  • Helix Partners Management first reported a position in PennyMac Financial in Q1 2026 and held it in 1 quarter.
  • Helix Partners Management's PennyMac Financial position peaked at $6.9M in Q1 2026.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Helix Partners Management's 13F filing for Q2 2026, filed 13 Aug 2026.