Mitsubishi UFJ Asset Management’s PennyMac Financial PFSI Stock Holding History

Mitsubishi UFJ Asset Management’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 Q2	$25.1K	Hold	288	–	–	﹤0.01%	1284
2026 Q1	$25.2K	Buy	288 +200	+227%	+$21.5K	﹤0.01%	1189
2025 Q4	$11.6K	Hold	88	–	–	﹤0.01%	1338
2025 Q3	$10.9K	Hold	88	–	–	﹤0.01%	1324
2025 Q2	$8.77K	Hold	88	–	–	﹤0.01%	1359
2025 Q1	$8.81K	Hold	88	–	–	﹤0.01%	1330
2024 Q4	$8.87K	Hold	88	–	–	﹤0.01%	1320
2024 Q3	$10K	Hold	88	–	–	﹤0.01%	1270
2024 Q2	$8.32K	Hold	88	–	–	﹤0.01%	1250
2024 Q1	$8.02K	Hold	88	–	–	﹤0.01%	1211
2023 Q4	$7.48K	Hold	88	–	–	﹤0.01%	1196
2023 Q3	$5.86K	Buy	+88	New	+$6.33K	﹤0.01%	1215

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management's PFSI Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management held its PennyMac Financial (PFSI) position steady in Q2 2026 at 288 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Mitsubishi UFJ Asset Management first reported a position in PFSI in Q3 2023 and has held it in 12 quarters since. The position peaked at $25.2K in Q1 2026. 229 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Mitsubishi UFJ Asset Management held 288 shares of PennyMac Financial worth $25.1K as of Q2 2026.
Mitsubishi UFJ Asset Management left its PennyMac Financial share count unchanged in Q2 2026.
PennyMac Financial made up ﹤0.01% of Mitsubishi UFJ Asset Management's portfolio in Q2 2026, its #1284 holding.
Mitsubishi UFJ Asset Management first reported a position in PennyMac Financial in Q3 2023 and has held it in 12 quarters since.
Mitsubishi UFJ Asset Management's PennyMac Financial position peaked at $25.2K in Q1 2026.
229 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.