Marshall Wace’s PennyMac Financial PFSI Stock Holding History

Marshall Wace’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	$5.03M	Buy	+57,503	New	+$6.18M	0.01%	1302
2025 Q3	–	Sell	-29,658	Closed	-$2.96M	–	3287
2025 Q2	$2.96M	Buy	+29,658	New	+$2.87M	﹤0.01%	1388
2024 Q1	–	Sell	-6,665	Closed	-$589K	–	2722
2023 Q4	$589K	Buy	+6,665	New	+$500K	﹤0.01%	1651
2021 Q4	–	Sell	-29,650	Closed	-$1.81M	–	4192
2021 Q3	$1.81M	Buy	+29,650	New	+$1.88M	0.01%	1628
2020 Q3	–	Sell	-7,224	Closed	-$303K	–	1837
2020 Q2	$303K	Sell	7,224 -374,178	-98%	-$11.9M	﹤0.01%	1326
2020 Q1	$8.43M	Buy	+381,402	New	+$12.3M	0.08%	248
2019 Q4	–	Sell	-67,081	Closed	-$2.04M	–	1981
2019 Q3	$2.04M	Buy	67,081 +34,659	+107%	+$935K	0.02%	763
2019 Q2	$719K	Sell	32,422 -52,208	-62%	-$1.16M	0.01%	1008
2019 Q1	$1.88M	Buy	+84,630	New	+$1.85M	0.02%	758
2018 Q2	–	Sell	-18,200	Closed	-$412K	–	816
2018 Q1	$412K	Buy	+18,200	New	+$424K	0.02%	410

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace's PFSI Position: Q1 2026 in Review

Marshall Wace opened a new position in PennyMac Financial (PFSI) in Q1 2026: 57,503 shares worth $5.03M. The stake represents 0.01% of the portfolio and ranks #1302 among its holdings. This is a return to the name: Marshall Wace previously reported a position in PFSI as recently as Q2 2025.

Marshall Wace first reported a position in PFSI in Q1 2018 and has held it in 10 quarters since. The position peaked at $8.43M in Q1 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

Marshall Wace held 57,503 shares of PennyMac Financial worth $5.03M as of Q1 2026.
PennyMac Financial was a new Marshall Wace position in Q1 2026.
PennyMac Financial made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1302 holding.
Marshall Wace first reported a position in PennyMac Financial in Q1 2018 and has held it in 10 quarters since.
Marshall Wace's PennyMac Financial position peaked at $8.43M in Q1 2020.
231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.