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Kilter Group’s PennyMac Financial PFSI Stock Holding History

Kilter 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
Q2 		$6.1K Buy
70
+5
+8% +$435 ﹤0.01% 617
2026
Q1 		$5.68K Buy
65
+25
+63% +$2.69K ﹤0.01% 577
2025
Q4 		$5.27K Buy
40
+31
+344% +$3.95K ﹤0.01% 501
2025
Q3 		$1.11K Buy
+9
New +$974 ﹤0.01% 854

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
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Rubric Capital Management (New York)
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 $3.38T AUM 44.17% 1-Year Est. Return

Kilter Group's PFSI Position: Q2 2026 in Review

Kilter Group increased its PennyMac Financial (PFSI) stake by 7.7% in Q2 2026, buying an estimated $435 and bringing the position to 70 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Kilter Group 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.

  • Kilter Group held 70 shares of PennyMac Financial worth $6.1K as of Q2 2026.
  • Kilter Group bought 5 PennyMac Financial shares in Q2 2026, an estimated $435.
  • PennyMac Financial made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #617 holding.
  • Kilter Group 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 Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.