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John Overdeck’s PennyMac Financial PFSI Stock Holding History

John Overdeck’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 		$888K Buy
+10,200
New +$887K ﹤0.01% 3704
2022
Q1 		– Sell
-49,200
Closed -$3.43M – 3916
2021
Q4 		$3.43M Buy
49,200
+7,700
+19% +$508K 0.01% 1464
2021
Q3 		$2.54M Sell
41,500
-18,100
-30% -$1.15M 0.01% 1763
2021
Q2 		$3.68M Buy
59,600
+24,700
+71% +$1.5M 0.01% 1393
2021
Q1 		$2.33M Sell
34,900
-21,100
-38% -$1.31M 0.01% 1584
2020
Q4 		$3.67M Buy
56,000
+13,400
+31% +$797K 0.01% 1110
2020
Q3 		$2.48M Buy
+42,600
New +$2.11M 0.01% 1173

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

John Overdeck's PFSI Position: Q2 2026 in Review

John Overdeck sold out of PennyMac Financial (PFSI) in Q2 2026, closing a stake of 47,824 shares — an estimated $4.16M sold.

John Overdeck first reported a position in PFSI in Q4 2013 and held it in 31 quarters. The position peaked at $38.5M in Q3 2025. 228 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • John Overdeck reported no remaining PennyMac Financial position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 47,824 PennyMac Financial shares in Q2 2026, an estimated $4.16M.
  • John Overdeck first reported a position in PennyMac Financial in Q4 2013 and held it in 31 quarters.
  • John Overdeck's PennyMac Financial position peaked at $38.5M in Q3 2025.
  • 228 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.