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Jefferies Financial Group’s PennyMac Financial PFSI Stock Holding History

Jefferies Financial Group’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
-2,541
Closed -$335K – 2103
2025
Q4 		$335K Buy
+2,541
New +$324K ﹤0.01% 1457
2024
Q1 		– Sell
-2,649
Closed -$234K – 1931
2023
Q4 		$234K Buy
+2,649
New +$199K ﹤0.01% 1439

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

Jefferies Financial Group's PFSI Position: Q1 2026 in Review

Jefferies Financial Group sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 2,541 shares — an estimated $335K sold.

Jefferies Financial Group first reported a position in PFSI in Q4 2023 and held it in 2 quarters. The position peaked at $335K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Jefferies Financial Group reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 2,541 PennyMac Financial shares in Q1 2026, an estimated $335K.
  • Jefferies Financial Group first reported a position in PennyMac Financial in Q4 2023 and held it in 2 quarters.
  • Jefferies Financial Group's PennyMac Financial position peaked at $335K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.