Northwestern Mutual Wealth Management
PFSI icon

Northwestern Mutual Wealth Management’s PennyMac Financial PFSI Stock Holding History

Northwestern Mutual Wealth 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
Q1 		– Sell
-7
Closed -$923 – 4390
2025
Q4 		$923 Hold
7
– – ﹤0.01% 3648
2025
Q3 		$867 Buy
+7
New +$757 ﹤0.01% 3575
2023
Q4 		– Sell
-66
Closed -$4.4K – 3627
2023
Q3 		$4.4K Buy
+66
New +$4.75K ﹤0.01% 2789
2023
Q2 		– Sell
-179
Closed -$10.7K – 3538
2023
Q1 		$10.7K Buy
+179
New +$11.1K ﹤0.01% 2494
2021
Q1 		– Sell
-229
Closed -$15K – 2917
2020
Q4 		$15K Buy
+229
New +$13.6K ﹤0.01% 2067

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northwestern Mutual Wealth Management's PFSI Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 7 shares — an estimated $923 sold.

Northwestern Mutual Wealth Management first reported a position in PFSI in Q4 2020 and held it in 5 quarters. The position peaked at $15K in Q4 2020. 234 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 7 PennyMac Financial shares in Q1 2026, an estimated $923.
  • Northwestern Mutual Wealth Management first reported a position in PennyMac Financial in Q4 2020 and held it in 5 quarters.
  • Northwestern Mutual Wealth Management's PennyMac Financial position peaked at $15K in Q4 2020.
  • 234 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.