KBC Group’s PennyMac Financial PFSI Stock Holding History

KBC 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 Q3	$57K	Hold	925	–	–	﹤0.01%	1684
2026 Q2	$81K	Hold	925	–	–	﹤0.01%	1525
2026 Q1	$81K	Hold	925	–	–	﹤0.01%	1449
2025 Q4	$122K	Hold	925	–	–	﹤0.01%	1160
2025 Q3	$115K	Hold	925	–	–	﹤0.01%	1182
2025 Q2	$92K	Sell	925 -624	-40%	-$60.5K	﹤0.01%	1252
2025 Q1	$155K	Hold	1,549	–	–	﹤0.01%	1222
2024 Q4	$158K	Buy	1,549 +209	+16%	+$21.9K	﹤0.01%	1269
2024 Q3	$153K	Buy	1,340 +226	+20%	+$23.1K	﹤0.01%	1046
2024 Q2	$105K	Hold	1,114	–	–	﹤0.01%	1139
2024 Q1	$101K	Buy	1,114 +286	+35%	+$25K	﹤0.01%	1121
2023 Q4	$73K	Buy	828 +277	+50%	+$20.8K	﹤0.01%	1267
2023 Q3	$37K	Buy	+551	New	+$39.6K	﹤0.01%	1670

Other funds holding PFSI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

KBC Group's PFSI Position: Q3 2026 in Review

KBC Group held its PennyMac Financial (PFSI) position steady in Q3 2026 at 925 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

KBC Group first reported a position in PFSI in Q3 2023 and has held it in 13 quarters since. The position peaked at $158K in Q4 2024. 115 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

KBC Group held 925 shares of PennyMac Financial worth $57K as of Q3 2026.
KBC Group left its PennyMac Financial share count unchanged in Q3 2026.
PennyMac Financial made up ﹤0.01% of KBC Group's portfolio in Q3 2026, its #1684 holding.
KBC Group first reported a position in PennyMac Financial in Q3 2023 and has held it in 13 quarters since.
KBC Group's PennyMac Financial position peaked at $158K in Q4 2024.
115 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on KBC Group's 13F filing for Q3 2026, filed 22 Oct 2026.