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Larson Financial Group’s PennyMac Financial PFSI Stock Holding History

Larson Financial 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
Q1 		$2.45K Sell
28
-35
-56% -$3.76K ﹤0.01% 2894
2025
Q4 		$8.31K Hold
63
– – ﹤0.01% 2222
2025
Q3 		$7.8K Buy
63
+13
+26% +$1.41K ﹤0.01% 2142
2025
Q2 		$4.98K Buy
+50
New +$4.84K ﹤0.01% 2072

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Larson Financial Group's PFSI Position: Q1 2026 in Review

Larson Financial Group reduced its PennyMac Financial (PFSI) stake by 56% in Q1 2026, selling an estimated $3.76K and leaving 28 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2894.

Larson Financial Group first reported a position in PFSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.31K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Larson Financial Group held 28 shares of PennyMac Financial worth $2.45K as of Q1 2026.
  • Larson Financial Group sold 35 PennyMac Financial shares in Q1 2026, an estimated $3.76K.
  • PennyMac Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2894 holding.
  • Larson Financial Group first reported a position in PennyMac Financial in Q2 2025 and has held it in 4 quarters since.
  • Larson Financial Group's PennyMac Financial position peaked at $8.31K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.