Lindbrook Capital’s PennyMac Financial PFSI Stock Holding History

Lindbrook Capital’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
2025 Q1	$4.5K	Buy	45 +2	+5%	+$205	﹤0.01%	1990
2024 Q4	$4.39K	Sell	43 -12	-22%	-$1.25K	﹤0.01%	2042
2024 Q3	$6.27K	Buy	55 +9	+20%	+$922	﹤0.01%	1912
2024 Q2	$4.35K	Hold	46	–	–	﹤0.01%	2062
2024 Q1	$4.19K	Hold	46	–	–	﹤0.01%	1973
2023 Q4	$4.07K	Buy	46 +29	+171%	+$2.18K	﹤0.01%	1997
2023 Q3	$1.13K	Buy	17 +3	+21%	+$216	﹤0.01%	2321
2023 Q2	$984	Hold	14	–	–	﹤0.01%	2371
2023 Q1	$835	Sell	14 -38	-73%	-$2.35K	﹤0.01%	2495
2022 Q4	$2.95K	Buy	52 +41	+373%	+$2.17K	﹤0.01%	2060
2022 Q3	$0	Sell	11 -43	-80%	-$2.25K	﹤0.01%	2841
2022 Q2	$2K	Buy	54 +24	+80%	+$1.13K	﹤0.01%	2026
2022 Q1	$2K	Buy	+30	New	+$1.81K	﹤0.01%	2051

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Lindbrook Capital's PFSI Position: Q1 2025 in Review

Lindbrook Capital increased its PennyMac Financial (PFSI) stake by 4.7% in Q1 2025, buying an estimated $205 and bringing the position to 45 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Lindbrook Capital first reported a position in PFSI in Q1 2022 and has held it in 13 quarters since. The position peaked at $6.27K in Q3 2024. 202 funds tracked by Wall St. Rank hold PFSI as of Q1 2025.

Lindbrook Capital held 45 shares of PennyMac Financial worth $4.5K as of Q1 2025.
Lindbrook Capital bought 2 PennyMac Financial shares in Q1 2025, an estimated $205.
PennyMac Financial made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1990 holding.
Lindbrook Capital first reported a position in PennyMac Financial in Q1 2022 and has held it in 13 quarters since.
Lindbrook Capital's PennyMac Financial position peaked at $6.27K in Q3 2024.
202 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.