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HFM Investment Advisors’s PennyMac Financial PFSI Stock Holding History

HFM Investment 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
Q1 		$350 Sell
4
-1
-20% -$108 ﹤0.01% 804
2025
Q4 		$660 Sell
5
-1
-17% -$127 ﹤0.01% 607
2025
Q3 		$743 Buy
6
+2
+50% +$216 ﹤0.01% 493
2025
Q2 		$399 Buy
4
+3
+300% +$291 ﹤0.01% 739
2025
Q1 		$101 Buy
+1
New +$103 ﹤0.01% 856

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HFM Investment Advisors's PFSI Position: Q1 2026 in Review

HFM Investment Advisors reduced its PennyMac Financial (PFSI) stake by 20% in Q1 2026, selling an estimated $108 and leaving 4 shares worth $350. The position accounts for ﹤0.01% of the portfolio, ranked #804.

HFM Investment Advisors first reported a position in PFSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $743 in Q3 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • HFM Investment Advisors held 4 shares of PennyMac Financial worth $350 as of Q1 2026.
  • HFM Investment Advisors sold 1 PennyMac Financial share in Q1 2026, an estimated $108.
  • PennyMac Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #804 holding.
  • HFM Investment Advisors first reported a position in PennyMac Financial in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's PennyMac Financial position peaked at $743 in Q3 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.