KPF
PFSI icon

K2 Principal Fund’s PennyMac Financial PFSI Stock Holding History

K2 Principal Fund’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
2021
Q1 		– Sell
-250,000
Closed -$16.4M – 347
2020
Q4 		$16.4M Buy
250,000
+200,000
+400% +$11.9M 1.44% 8
2020
Q3 		$2.91M Buy
+50,000
New +$2.48M 0.43% 79

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

K2 Principal Fund's PFSI Position: Q2 2026 in Review

K2 Principal Fund increased its PennyMac Financial (PFSI) stake by 97% in Q2 2026, buying an estimated $6.85M and bringing the position to 159,766 shares worth $13.9M. The position accounts for 1.02% of the portfolio, ranked #13.

K2 Principal Fund first reported a position in PFSI in Q2 2020 and has held it in 18 quarters since. The position peaked at $84.8M in Q1 2022. 231 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • K2 Principal Fund held 159,766 shares of PennyMac Financial worth $13.9M as of Q2 2026.
  • K2 Principal Fund bought 78,764 PennyMac Financial shares in Q2 2026, an estimated $6.85M.
  • PennyMac Financial made up 1.02% of K2 Principal Fund's portfolio in Q2 2026, its #13 holding.
  • K2 Principal Fund first reported a position in PennyMac Financial in Q2 2020 and has held it in 18 quarters since.
  • K2 Principal Fund's PennyMac Financial position peaked at $84.8M in Q1 2022.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on K2 Principal Fund's 13F filing for Q2 2026, filed 7 Aug 2026.