HSBC Holdings
PFSI icon

HSBC Holdings’s PennyMac Financial PFSI Stock Holding History

HSBC Holdings’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 		– Sell
-1,818
Closed -$240K – 3151
2025
Q4 		$240K Sell
1,818
-203
-10% -$25.9K ﹤0.01% 2616
2025
Q3 		$250K Sell
2,021
-2,767
-58% -$299K ﹤0.01% 2402
2025
Q2 		$477K Sell
4,788
-500
-9% -$48.5K ﹤0.01% 2186
2025
Q1 		$533K Sell
5,288
-198
-4% -$20.3K ﹤0.01% 2049
2024
Q4 		$559K Sell
5,486
-166
-3% -$17.4K ﹤0.01% 2108
2024
Q3 		$647K Buy
5,652
+302
+6% +$30.9K ﹤0.01% 1885
2024
Q2 		$501K Sell
5,350
-327
-6% -$29.6K ﹤0.01% 1963
2024
Q1 		$517K Buy
5,677
+2,790
+97% +$244K ﹤0.01% 2075
2023
Q4 		$255K Buy
+2,887
New +$217K ﹤0.01% 2358
2022
Q3 		– Sell
-16,111
Closed -$709K – 3188
2022
Q2 		$709K Buy
16,111
+11,417
+243% +$539K ﹤0.01% 2117
2022
Q1 		$253K Sell
4,694
-189
-4% -$11.4K ﹤0.01% 2867
2021
Q4 		$342K Buy
4,883
+784
+19% +$51.7K ﹤0.01% 2695
2021
Q3 		$252K Sell
4,099
-833
-17% -$52.9K ﹤0.01% 2648
2021
Q2 		$307K Buy
+4,932
New +$300K ﹤0.01% 2499
2021
Q1 		– Sell
-3,392
Closed -$221K – 3029
2020
Q4 		$221K Buy
+3,392
New +$202K ﹤0.01% 2751
2020
Q2 		– Sell
-9,216
Closed -$206K – 2813
2020
Q1 		$206K Sell
9,216
-2,170
-19% -$69.8K ﹤0.01% 2285
2019
Q4 		$386K Sell
11,386
-808
-7% -$26.2K ﹤0.01% 2388
2019
Q3 		$371K Buy
12,194
+119
+1% +$3.21K ﹤0.01% 2500
2019
Q2 		$268K Buy
+12,075
New +$269K ﹤0.01% 2384
2018
Q3 		– Sell
-15,557
Closed -$306K – 2622
2018
Q2 		$306K Buy
+15,557
New +$324K ﹤0.01% 2272

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

HSBC Holdings's PFSI Position: Q1 2026 in Review

HSBC Holdings sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 1,818 shares — an estimated $240K sold.

HSBC Holdings first reported a position in PFSI in Q2 2018 and held it in 20 quarters. The position peaked at $709K in Q2 2022. 232 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • HSBC Holdings reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • HSBC Holdings sold 1,818 PennyMac Financial shares in Q1 2026, an estimated $240K.
  • HSBC Holdings first reported a position in PennyMac Financial in Q2 2018 and held it in 20 quarters.
  • HSBC Holdings's PennyMac Financial position peaked at $709K in Q2 2022.
  • 232 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.