HighTower Advisors’s PennyMac Financial PFSI Stock Holding History

HighTower 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
2025 Q2	–	Sell	-2,062	Closed	-$206K	–	3928
2025 Q1	$206K	Sell	2,062 -2,071	-50%	-$212K	﹤0.01%	3163
2024 Q4	$422K	Sell	4,133 -1,978	-32%	-$207K	﹤0.01%	2610
2024 Q3	$702K	Buy	+6,111	New	+$626K	﹤0.01%	2154
2020 Q4	–	Sell	-42,273	Closed	-$2.46M	–	2772
2020 Q3	$2.46M	Buy	42,273 +14,992	+55%	+$743K	0.01%	805
2020 Q2	$1.14M	Buy	+27,281	New	+$864K	0.01%	1046

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighTower Advisors's PFSI Position: Q2 2025 in Review

HighTower Advisors sold out of PennyMac Financial (PFSI) in Q2 2025, closing a stake of 2,062 shares — an estimated $206K sold.

HighTower Advisors first reported a position in PFSI in Q2 2020 and held it in 5 quarters. The position peaked at $2.46M in Q3 2020. 219 funds tracked by Wall St. Rank hold PFSI as of Q2 2025.

HighTower Advisors reported no remaining PennyMac Financial position as of Q2 2025 after selling out during the quarter.
HighTower Advisors sold 2,062 PennyMac Financial shares in Q2 2025, an estimated $206K.
HighTower Advisors first reported a position in PennyMac Financial in Q2 2020 and held it in 5 quarters.
HighTower Advisors's PennyMac Financial position peaked at $2.46M in Q3 2020.
219 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.