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MassMutual Private Wealth & Trust’s PennyMac Financial PFSI Stock Holding History

MassMutual Private Wealth & Trust’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
-11
Closed -$1.45K – 2469
2025
Q4 		$1.45K Buy
+11
New +$1.4K ﹤0.01% 2072

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MassMutual Private Wealth & Trust's PFSI Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 11 shares — an estimated $1.45K sold.

MassMutual Private Wealth & Trust first reported a position in PFSI in Q4 2025 and held it in 1 quarter. The position peaked at $1.45K in Q4 2025. 232 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • MassMutual Private Wealth & Trust reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 11 PennyMac Financial shares in Q1 2026, an estimated $1.45K.
  • MassMutual Private Wealth & Trust first reported a position in PennyMac Financial in Q4 2025 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's PennyMac Financial position peaked at $1.45K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.