Nisa Investment Advisors’s PennyMac Financial PFSI Stock Holding History

Nisa Investment 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 Q2	$20.8K	Buy	239 +5	+2%	+$435	﹤0.01%	2200
2026 Q1	$20.5K	Buy	234 +9	+4%	+$968	﹤0.01%	1997
2025 Q4	$29.7K	Hold	225	–	–	﹤0.01%	1795
2025 Q3	$27.9K	Hold	225	–	–	﹤0.01%	1843
2025 Q2	$22.4K	Buy	225 +3	+1%	+$291	﹤0.01%	1883
2025 Q1	$22.2K	Buy	222 +205	+1,206%	+$21K	﹤0.01%	1831
2024 Q4	$1.74K	Hold	17	–	–	﹤0.01%	2535
2024 Q3	$1.94K	Hold	17	–	–	﹤0.01%	2406
2024 Q2	$1.61K	Hold	17	–	–	﹤0.01%	2411
2024 Q1	$1.55K	Hold	17	–	–	﹤0.01%	2282
2023 Q4	$1.5K	Hold	17	–	–	﹤0.01%	2210
2023 Q3	$1.13K	Hold	17	–	–	﹤0.01%	2376
2023 Q2	$1.2K	Hold	17	–	–	﹤0.01%	2413
2023 Q1	$1K	Sell	17 -700	-98%	-$43.3K	﹤0.01%	2434
2022 Q4	$41K	Hold	717	–	–	﹤0.01%	1842
2022 Q3	$31K	Buy	717 +142	+25%	+$7.42K	﹤0.01%	1914
2022 Q2	$25K	Buy	+575	New	+$27.2K	﹤0.01%	1983
2021 Q2	–	Sell	-1,000	Closed	-$67	–	2372
2021 Q1	$67	Hold	1,000	–	–	﹤0.01%	1916
2020 Q4	$66K	Buy	1,000 +100	+11%	+$5.95K	﹤0.01%	1904
2020 Q3	$52K	Buy	+900	New	+$44.6K	﹤0.01%	1793
2020 Q1	–	Sell	-200	Closed	-$7K	–	2119
2019 Q4	$7K	Hold	200	–	–	﹤0.01%	1897
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	1880
2019 Q2	$4K	Buy	+200	New	+$4.45K	﹤0.01%	1927

Other funds holding PFSI

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.57% 1-Year Est. Return

Lightrock Netherlands Utrecht, Netherlands $506M AUM 51.14% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Nisa Investment Advisors's PFSI Position: Q2 2026 in Review

Nisa Investment Advisors increased its PennyMac Financial (PFSI) stake by 2.1% in Q2 2026, buying an estimated $435 and bringing the position to 239 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Nisa Investment Advisors first reported a position in PFSI in Q2 2019 and has held it in 23 quarters since. The position peaked at $66K in Q4 2020. 83 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Nisa Investment Advisors held 239 shares of PennyMac Financial worth $20.8K as of Q2 2026.
Nisa Investment Advisors bought 5 PennyMac Financial shares in Q2 2026, an estimated $435.
PennyMac Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2200 holding.
Nisa Investment Advisors first reported a position in PennyMac Financial in Q2 2019 and has held it in 23 quarters since.
Nisa Investment Advisors's PennyMac Financial position peaked at $66K in Q4 2020.
83 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.