HIA
PFSI icon

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
Q2 		$697 Buy
8
+4
+100% +$348 ﹤0.01% 870
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 $4.83B AUM 65.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Rubric Capital Management (New York)
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HFM Investment Advisors's PFSI Position: Q2 2026 in Review

HFM Investment Advisors increased its PennyMac Financial (PFSI) stake by 100% in Q2 2026, buying an estimated $348 and bringing the position to 8 shares worth $697. The position accounts for ﹤0.01% of the portfolio, ranked #870.

HFM Investment Advisors first reported a position in PFSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $743 in Q3 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • HFM Investment Advisors held 8 shares of PennyMac Financial worth $697 as of Q2 2026.
  • HFM Investment Advisors bought 4 PennyMac Financial shares in Q2 2026, an estimated $348.
  • PennyMac Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #870 holding.
  • HFM Investment Advisors first reported a position in PennyMac Financial in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's PennyMac Financial position peaked at $743 in Q3 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.