NRD
PFSI icon

Nebula Research & Development’s PennyMac Financial PFSI Stock Holding History

Nebula Research & Development’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
-2,821
Closed -$282K – 1109
2025
Q1 		$282K Buy
+2,821
New +$289K 0.03% 773
2024
Q3 		– Sell
-8,833
Closed -$836K – 1118
2024
Q2 		$836K Buy
+8,833
New +$799K 0.14% 264
2024
Q1 		– Sell
-2,780
Closed -$246K – 933
2023
Q4 		$246K Buy
+2,780
New +$209K 0.07% 495

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

Nebula Research & Development's PFSI Position: Q2 2025 in Review

Nebula Research & Development sold out of PennyMac Financial (PFSI) in Q2 2025, closing a stake of 2,821 shares — an estimated $282K sold.

Nebula Research & Development first reported a position in PFSI in Q4 2023 and held it in 3 quarters. The position peaked at $836K in Q2 2024. 219 funds tracked by Wall St. Rank hold PFSI as of Q2 2025.

  • Nebula Research & Development reported no remaining PennyMac Financial position as of Q2 2025 after selling out during the quarter.
  • Nebula Research & Development sold 2,821 PennyMac Financial shares in Q2 2025, an estimated $282K.
  • Nebula Research & Development first reported a position in PennyMac Financial in Q4 2023 and held it in 3 quarters.
  • Nebula Research & Development's PennyMac Financial position peaked at $836K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2025.

Based on Nebula Research & Development's 13F filing for Q2 2025, filed 14 Aug 2025.