MAS
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Meeder Advisory Services’s PennyMac Financial PFSI Stock Holding History

Meeder Advisory Services’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
-2,160
Closed -$285K – 718
2025
Q4 		$285K Buy
2,160
+398
+23% +$50.7K 0.01% 546
2025
Q3 		$218K Buy
+1,762
New +$191K 0.01% 572

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

Meeder Advisory Services's PFSI Position: Q1 2026 in Review

Meeder Advisory Services sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 2,160 shares — an estimated $285K sold.

Meeder Advisory Services first reported a position in PFSI in Q3 2025 and held it in 2 quarters. The position peaked at $285K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Meeder Advisory Services reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Meeder Advisory Services sold 2,160 PennyMac Financial shares in Q1 2026, an estimated $285K.
  • Meeder Advisory Services first reported a position in PennyMac Financial in Q3 2025 and held it in 2 quarters.
  • Meeder Advisory Services's PennyMac Financial position peaked at $285K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.