Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Janney Montgomery Scott’s
PennyMac Financial
PFSI
Stock Holding History
Janney Montgomery Scott’s Portfolio
PFSI Stock Details
PFSI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-6,126
Closed
-$268K
–
2583
2022
Q2
$268K
Buy
6,126
+1,169
+24%
+$55.2K
﹤0.01%
1979
2022
Q1
$264K
Buy
4,957
+178
+4%
+$10.8K
﹤0.01%
1955
2021
Q4
$333K
Sell
4,779
-364
-7%
-$24K
﹤0.01%
1946
2021
Q3
$314K
Buy
5,143
+800
+18%
+$50.8K
﹤0.01%
1932
2021
Q2
$268K
Sell
4,343
-4,864
-53%
-$296K
﹤0.01%
1981
2021
Q1
$616K
Buy
+9,207
New
+$571K
﹤0.01%
1440
Other funds holding PFSI
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
MP
MFN Partners
Boston, Massachusetts
$4.77B AUM
72.29%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
SM
Senvest Management
New York
$3.01B AUM
35.7%
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
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
EIP
Epoch Investment Partners
New York
$16.5B AUM
24.3%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close