NEI
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Northwest & Ethical Investments’s PennyMac Financial PFSI Stock Holding History

Northwest & Ethical Investments’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
Q4 		– Sell
-1,300
Closed -$162K – 540
2025
Q3 		$162K Buy
+1,300
New +$141K ﹤0.01% 471
2025
Q2 		– Sell
-6,441
Closed -$644K – 530
2025
Q1 		$644K Buy
+6,441
New +$661K 0.02% 367
2024
Q4 		– Sell
-2,330
Closed -$266K – 549
2024
Q3 		$266K Buy
2,330
+645
+38% +$66.1K 0.01% 395
2024
Q2 		$159K Buy
1,685
+428
+34% +$38.7K ﹤0.01% 417
2024
Q1 		$114K Buy
+1,257
New +$110K ﹤0.01% 436

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northwest & Ethical Investments's PFSI Position: Q4 2025 in Review

Northwest & Ethical Investments sold out of PennyMac Financial (PFSI) in Q4 2025, closing a stake of 1,300 shares — an estimated $162K sold.

Northwest & Ethical Investments first reported a position in PFSI in Q1 2024 and held it in 5 quarters. The position peaked at $644K in Q1 2025. 263 funds tracked by Wall St. Rank hold PFSI as of Q4 2025.

  • Northwest & Ethical Investments reported no remaining PennyMac Financial position as of Q4 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 1,300 PennyMac Financial shares in Q4 2025, an estimated $162K.
  • Northwest & Ethical Investments first reported a position in PennyMac Financial in Q1 2024 and held it in 5 quarters.
  • Northwest & Ethical Investments's PennyMac Financial position peaked at $644K in Q1 2025.
  • 263 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2025.

Based on Northwest & Ethical Investments's 13F filing for Q4 2025, filed 12 Feb 2026.