LAM
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Longboard Asset Management’s PennyMac Financial PFSI Stock Holding History

Longboard Asset Management’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
Q4 		– Sell
-1,719
Closed -$213K – 204
2025
Q3 		$213K Buy
+1,719
New +$186K 0.34% 195

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Longboard Asset Management's PFSI Position: Q4 2025 in Review

Longboard Asset Management sold out of PennyMac Financial (PFSI) in Q4 2025, closing a stake of 1,719 shares — an estimated $213K sold.

Longboard Asset Management first reported a position in PFSI in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 263 funds tracked by Wall St. Rank hold PFSI as of Q4 2025.

  • Longboard Asset Management reported no remaining PennyMac Financial position as of Q4 2025 after selling out during the quarter.
  • Longboard Asset Management sold 1,719 PennyMac Financial shares in Q4 2025, an estimated $213K.
  • Longboard Asset Management first reported a position in PennyMac Financial in Q3 2025 and held it in 1 quarter.
  • Longboard Asset Management's PennyMac Financial position peaked at $213K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.