Jones Financial Companies
PFSI icon

Jones Financial Companies’s PennyMac Financial PFSI Stock Holding History

Jones Financial Companies’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 		$82.1K Buy
954
+629
+194% +$54.7K ﹤0.01% 2927
2026
Q1 		$27.8K Buy
325
+317
+3,963% +$34.1K ﹤0.01% 3164
2025
Q4 		$1.05K Hold
8
– – ﹤0.01% 4004
2025
Q3 		$992 Buy
+8
New +$866 ﹤0.01% 3899

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

Jones Financial Companies's PFSI Position: Q2 2026 in Review

Jones Financial Companies increased its PennyMac Financial (PFSI) stake by 194% in Q2 2026, buying an estimated $54.7K and bringing the position to 954 shares worth $82.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2927.

Jones Financial Companies first reported a position in PFSI in Q3 2025 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Jones Financial Companies held 954 shares of PennyMac Financial worth $82.1K as of Q2 2026.
  • Jones Financial Companies bought 629 PennyMac Financial shares in Q2 2026, an estimated $54.7K.
  • PennyMac Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2927 holding.
  • Jones Financial Companies first reported a position in PennyMac Financial in Q3 2025 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.