Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LPL Financial’s
PennyMac Financial
PFSI
Stock Holding History
LPL Financial’s Portfolio
PFSI Stock Details
PFSI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-8,544
Closed
-$527K
–
4397
2021
Q2
$527K
Sell
8,544
-14,971
-64%
-$910K
﹤0.01%
3111
2021
Q1
$1.57M
Sell
23,515
-10,623
-31%
-$659K
﹤0.01%
2018
2020
Q4
$2.24M
Buy
34,138
+8,748
+34%
+$520K
﹤0.01%
1606
2020
Q3
$1.48M
Buy
25,390
+3,421
+16%
+$170K
﹤0.01%
1639
2020
Q2
$918K
Buy
+21,969
New
+$696K
﹤0.01%
1884
Other funds holding PFSI
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
MP
MFN Partners
Boston, Massachusetts
$4.77B AUM
72.29%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
SM
Senvest Management
New York
$3.01B AUM
35.7%
1-Year Est. Return
BCM
Basswood Capital Management
New York
$2.12B AUM
19.53%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
CCP
Clough Capital Partners
Boston, Massachusetts
$1.04B AUM
49.7%
1-Year Est. Return
KPF
K2 Principal Fund
Toronto, Ontario, Canada
$1.43B AUM
29.56%
1-Year Est. Return
PCM
PAR Capital Management
Boston, Massachusetts
$3.45B AUM
28.5%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close