Legal & General Group
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Legal & General Group’s PennyMac Financial PFSI Stock Holding History

Legal & General 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 		$2.39M Sell
27,358
-5,191
-16% -$558K ﹤0.01% 1842
2025
Q4 		$4.29M Sell
32,549
-2,037
-6% -$260K ﹤0.01% 1640
2025
Q3 		$4.28M Sell
34,586
-892
-3% -$96.5K ﹤0.01% 1660
2025
Q2 		$3.54M Buy
35,478
+173
+0.5% +$16.8K ﹤0.01% 1705
2025
Q1 		$3.53M Buy
35,305
+1,589
+5% +$163K ﹤0.01% 1687
2024
Q4 		$3.44M Sell
33,716
-10,073
-23% -$1.05M ﹤0.01% 1752
2024
Q3 		$4.99M Buy
43,789
+3,230
+8% +$331K ﹤0.01% 1581
2024
Q2 		$3.84M Sell
40,559
-86
-0.2% -$7.78K ﹤0.01% 1662
2024
Q1 		$3.7M Buy
40,645
+1,597
+4% +$140K ﹤0.01% 1659
2023
Q4 		$3.45M Buy
39,048
+308
+0.8% +$23.1K ﹤0.01% 1696
2023
Q3 		$2.58M Buy
38,740
+2,473
+7% +$178K ﹤0.01% 1784
2023
Q2 		$2.55M Buy
36,267
+5,338
+17% +$338K ﹤0.01% 1810
2023
Q1 		$1.84M Buy
30,929
+1,095
+4% +$67.8K ﹤0.01% 1913
2022
Q4 		$1.69M Sell
29,834
-23
-0.1% -$1.22K ﹤0.01% 1962
2022
Q3 		$1.28M Sell
29,857
-669
-2% -$35K ﹤0.01% 2071
2022
Q2 		$1.33M Sell
30,526
-493
-2% -$23.3K ﹤0.01% 2049
2022
Q1 		$1.65M Sell
31,019
-646
-2% -$39K ﹤0.01% 2062
2021
Q4 		$2.21M Sell
31,665
-1,046
-3% -$69K ﹤0.01% 1990
2021
Q3 		$2M Buy
32,711
+10,418
+47% +$662K ﹤0.01% 2026
2021
Q2 		$1.38M Sell
22,293
-753
-3% -$45.7K ﹤0.01% 2114
2021
Q1 		$1.54M Buy
23,046
+909
+4% +$56.4K ﹤0.01% 2081
2020
Q4 		$1.45M Sell
22,137
-3,239
-13% -$193K ﹤0.01% 2006
2020
Q3 		$1.48M Buy
25,376
+5,439
+27% +$270K ﹤0.01% 1900
2020
Q2 		$833K Buy
19,937
+2,827
+17% +$89.5K ﹤0.01% 2038
2020
Q1 		$378K Sell
17,110
-78,106
-82% -$2.51M ﹤0.01% 2144
2019
Q4 		$3.24M Buy
95,216
+86,342
+973% +$2.8M ﹤0.01% 1575
2019
Q3 		$270K Buy
8,874
+2,063
+30% +$55.7K ﹤0.01% 2290
2019
Q2 		$151K Sell
6,811
-74,747
-92% -$1.66M ﹤0.01% 2425
2019
Q1 		$1.81M Buy
81,558
+78,593
+2,651% +$1.72M ﹤0.01% 1734
2018
Q4 		$63K Hold
2,965
– – ﹤0.01% 2604
2018
Q3 		$62K Hold
2,965
– – ﹤0.01% 2673
2018
Q2 		$58K Sell
2,965
-5
-0.2% -$104 ﹤0.01% 2688
2018
Q1 		$67K Sell
2,970
-1,056
-26% -$24.6K ﹤0.01% 2625
2017
Q4 		$89K Sell
4,026
-980
-20% -$19.3K ﹤0.01% 2639
2017
Q3 		$90K Buy
5,006
+908
+22% +$15.7K ﹤0.01% 2702
2017
Q2 		$68K Hold
4,098
– – ﹤0.01% 2808
2017
Q1 		$69K Buy
4,098
+199
+5% +$3.44K ﹤0.01% 2742
2016
Q4 		$65K Buy
3,899
+2,107
+118% +$35.9K ﹤0.01% 2798
2016
Q3 		$30K Hold
1,792
– – ﹤0.01% 2735
2016
Q2 		$22K Hold
1,792
– – ﹤0.01% 2828
2016
Q1 		$21K Hold
1,792
– – ﹤0.01% 2665
2015
Q4 		$28K Hold
1,792
– – ﹤0.01% 2654
2015
Q3 		$29K Hold
1,792
– – ﹤0.01% 2653
2015
Q2 		$32K Hold
1,792
– – ﹤0.01% 2675
2015
Q1 		$31K Hold
1,792
– – ﹤0.01% 2660
2014
Q4 		$31K Hold
1,792
– – ﹤0.01% 2593
2014
Q3 		$26K Buy
+1,792
New +$27.3K ﹤0.01% 2590

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

Legal & General Group's PFSI Position: Q1 2026 in Review

Legal & General Group reduced its PennyMac Financial (PFSI) stake by 16% in Q1 2026, selling an estimated $558K and leaving 27,358 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Legal & General Group first reported a position in PFSI in Q3 2014 and has held it in 47 quarters since. The position peaked at $4.99M in Q3 2024. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Legal & General Group held 27,358 shares of PennyMac Financial worth $2.39M as of Q1 2026.
  • Legal & General Group sold 5,191 PennyMac Financial shares in Q1 2026, an estimated $558K.
  • PennyMac Financial made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #1842 holding.
  • Legal & General Group first reported a position in PennyMac Financial in Q3 2014 and has held it in 47 quarters since.
  • Legal & General Group's PennyMac Financial position peaked at $4.99M in Q3 2024.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.