Mackenzie Financial’s PennyMac Financial PFSI Stock Holding History

Mackenzie Financial’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	–	Sell	-1,833	Closed	-$244K	–	1672
2025 Q4	$244K	Sell	1,833 -17	-0.9%	-$2.17K	﹤0.01%	1462
2025 Q3	$229K	Buy	+1,850	New	+$200K	﹤0.01%	1509
2024 Q4	–	Sell	-1,770	Closed	-$202K	–	1770
2024 Q3	$202K	Buy	+1,770	New	+$181K	﹤0.01%	1388
2023 Q2	–	Sell	-4,624	Closed	-$276K	–	1612
2023 Q1	$276K	Buy	+4,624	New	+$286K	﹤0.01%	1218
2021 Q1	–	Sell	-35,345	Closed	-$2.32M	–	1180
2020 Q4	$2.32M	Buy	35,345 +3,844	+12%	+$229K	0.01%	579
2020 Q3	$1.83M	Sell	31,501 -12,344	-28%	-$612K	﹤0.01%	577
2020 Q2	$1.83M	Buy	43,845 +7,673	+21%	+$243K	﹤0.01%	578
2020 Q1	$800K	Sell	36,172 -10,685	-23%	-$344K	﹤0.01%	696
2019 Q4	$1.59M	Buy	+46,857	New	+$1.52M	﹤0.01%	659

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Mackenzie Financial's PFSI Position: Q1 2026 in Review

Mackenzie Financial sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 1,833 shares — an estimated $244K sold.

Mackenzie Financial first reported a position in PFSI in Q4 2019 and held it in 9 quarters. The position peaked at $2.32M in Q4 2020. 234 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

Mackenzie Financial reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
Mackenzie Financial sold 1,833 PennyMac Financial shares in Q1 2026, an estimated $244K.
Mackenzie Financial first reported a position in PennyMac Financial in Q4 2019 and held it in 9 quarters.
Mackenzie Financial's PennyMac Financial position peaked at $2.32M in Q4 2020.
234 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.