Mercer Global Advisors
PFSI icon

Mercer Global Advisors’s PennyMac Financial PFSI Stock Holding History

Mercer Global Advisors’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 		$1.22M Buy
13,921
+3,754
+37% +$404K ﹤0.01% 1465
2025
Q4 		$1.34M Buy
10,167
+504
+5% +$64.2K ﹤0.01% 1311
2025
Q3 		$1.2M Sell
9,663
-1,077
-10% -$117K ﹤0.01% 1284
2025
Q2 		$1.07M Sell
10,740
-1,193
-10% -$116K ﹤0.01% 1180
2025
Q1 		$1.19M Sell
11,933
-1,810
-13% -$186K ﹤0.01% 1048
2024
Q4 		$1.4M Sell
13,743
-4,324
-24% -$452K ﹤0.01% 943
2024
Q3 		$2.03M Sell
18,067
-15,142
-46% -$1.55M ﹤0.01% 774
2024
Q2 		$3.14M Buy
33,209
+1,988
+6% +$180K 0.01% 576
2024
Q1 		$2.84M Buy
31,221
+827
+3% +$72.3K 0.01% 622
2023
Q4 		$2.69M Buy
30,394
+2,664
+10% +$200K 0.01% 646
2023
Q3 		$1.85M Buy
27,730
+4,225
+18% +$304K 0.01% 735
2023
Q2 		$1.65M Buy
23,505
+3,796
+19% +$240K 0.01% 787
2023
Q1 		$1.18M Buy
19,709
+14,603
+286% +$904K 0.01% 854
2022
Q4 		$289K Buy
+5,106
New +$270K ﹤0.01% 1516
2022
Q1 		– Sell
-10,384
Closed -$725K – 1927
2021
Q4 		$725K Buy
10,384
+365
+4% +$24.1K ﹤0.01% 1028
2021
Q3 		$612K Sell
10,019
-1,337
-12% -$84.9K ﹤0.01% 1073
2021
Q2 		$701K Buy
11,356
+803
+8% +$48.8K 0.01% 988
2021
Q1 		$706K Buy
+10,553
New +$655K 0.01% 923

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

Mercer Global Advisors's PFSI Position: Q1 2026 in Review

Mercer Global Advisors increased its PennyMac Financial (PFSI) stake by 37% in Q1 2026, buying an estimated $404K and bringing the position to 13,921 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Mercer Global Advisors first reported a position in PFSI in Q1 2021 and has held it in 18 quarters since. The position peaked at $3.14M in Q2 2024. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Mercer Global Advisors held 13,921 shares of PennyMac Financial worth $1.22M as of Q1 2026.
  • Mercer Global Advisors bought 3,754 PennyMac Financial shares in Q1 2026, an estimated $404K.
  • PennyMac Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1465 holding.
  • Mercer Global Advisors first reported a position in PennyMac Financial in Q1 2021 and has held it in 18 quarters since.
  • Mercer Global Advisors's PennyMac Financial position peaked at $3.14M in Q2 2024.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.