IIM
PFSI icon

INTECH Investment Management’s PennyMac Financial PFSI Stock Holding History

INTECH Investment 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
Q1 		$647K Sell
7,406
-2,908
-28% -$313K 0.01% 1219
2025
Q4 		$1.36M Buy
10,314
+1,185
+13% +$151K 0.01% 950
2025
Q3 		$1.13M Sell
9,129
-2,699
-23% -$292K 0.01% 1094
2025
Q2 		$1.18M Sell
11,828
-3,554
-23% -$344K 0.01% 1104
2025
Q1 		$1.54M Buy
15,382
+840
+6% +$86.1K 0.02% 913
2024
Q4 		$1.49M Buy
14,542
+6,152
+73% +$643K 0.01% 888
2024
Q3 		$956K Buy
+8,390
New +$859K 0.01% 835

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

INTECH Investment Management's PFSI Position: Q1 2026 in Review

INTECH Investment Management reduced its PennyMac Financial (PFSI) stake by 28% in Q1 2026, selling an estimated $313K and leaving 7,406 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #1219.

INTECH Investment Management first reported a position in PFSI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q1 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • INTECH Investment Management held 7,406 shares of PennyMac Financial worth $647K as of Q1 2026.
  • INTECH Investment Management sold 2,908 PennyMac Financial shares in Q1 2026, an estimated $313K.
  • PennyMac Financial made up 0.01% of INTECH Investment Management's portfolio in Q1 2026, its #1219 holding.
  • INTECH Investment Management first reported a position in PennyMac Financial in Q3 2024 and has held it in 7 quarters since.
  • INTECH Investment Management's PennyMac Financial position peaked at $1.54M in Q1 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.