Ken Fisher’s PennyMac Financial PFSI Stock Holding History

Ken Fisher’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	-2,378	Closed	-$314K	–	1091
2025 Q4	$314K	Buy	+2,378	New	+$303K	﹤0.01%	883

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ken Fisher's PFSI Position: Q1 2026 in Review

Ken Fisher sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 2,378 shares — an estimated $314K sold.

Ken Fisher first reported a position in PFSI in Q4 2025 and held it in 1 quarter. The position peaked at $314K in Q4 2025. 232 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

Ken Fisher reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
Ken Fisher sold 2,378 PennyMac Financial shares in Q1 2026, an estimated $314K.
Ken Fisher first reported a position in PennyMac Financial in Q4 2025 and held it in 1 quarter.
Ken Fisher's PennyMac Financial position peaked at $314K in Q4 2025.
232 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.