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Mather Group’s PennyMac Financial PFSI Stock Holding History

Mather Group’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
Q2 		– Sell
-27
Closed -$2.7K – 1412
2025
Q1 		$2.7K Hold
27
– – ﹤0.01% 1524
2024
Q4 		$2.76K Hold
27
– – ﹤0.01% 1484
2024
Q3 		$3.08K Hold
27
– – ﹤0.01% 1397
2024
Q2 		$2.46K Buy
+27
New +$2.44K ﹤0.01% 1831

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mather Group's PFSI Position: Q2 2025 in Review

Mather Group sold out of PennyMac Financial (PFSI) in Q2 2025, closing a stake of 27 shares — an estimated $2.7K sold.

Mather Group first reported a position in PFSI in Q2 2024 and held it in 4 quarters. The position peaked at $3.08K in Q3 2024. 219 funds tracked by Wall St. Rank hold PFSI as of Q2 2025.

  • Mather Group reported no remaining PennyMac Financial position as of Q2 2025 after selling out during the quarter.
  • Mather Group sold 27 PennyMac Financial shares in Q2 2025, an estimated $2.7K.
  • Mather Group first reported a position in PennyMac Financial in Q2 2024 and held it in 4 quarters.
  • Mather Group's PennyMac Financial position peaked at $3.08K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.