JG
PFSI icon

Jain Global’s PennyMac Financial PFSI Stock Holding History

Jain Global’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 		$890K Buy
10,216
+4,692
+85% +$408K ﹤0.01% 1012
2026
Q1 		$483K Sell
5,524
-2,092
-27% -$225K ﹤0.01% 939
2025
Q4 		$1M Buy
7,616
+4,100
+117% +$522K ﹤0.01% 709
2025
Q3 		$436K Buy
+3,516
New +$380K ﹤0.01% 756

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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RCMNY
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 $3.37T AUM 44.26% 1-Year Est. Return

Jain Global's PFSI Position: Q2 2026 in Review

Jain Global increased its PennyMac Financial (PFSI) stake by 85% in Q2 2026, buying an estimated $408K and bringing the position to 10,216 shares worth $890K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Jain Global first reported a position in PFSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1M in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Jain Global held 10,216 shares of PennyMac Financial worth $890K as of Q2 2026.
  • Jain Global bought 4,692 PennyMac Financial shares in Q2 2026, an estimated $408K.
  • PennyMac Financial made up ﹤0.01% of Jain Global's portfolio in Q2 2026, its #1012 holding.
  • Jain Global first reported a position in PennyMac Financial in Q3 2025 and has held it in 4 quarters since.
  • Jain Global's PennyMac Financial position peaked at $1M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.