Nuveen’s PennyMac Financial PFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.74M | Sell |
65,644
-84,636
| -56% | -$9.1M | ﹤0.01% | 1826 |
|
|
2025
Q4 | $19.8M | Sell |
150,280
-10,970
| -7% | -$1.4M | 0.01% | 1149 |
|
|
2025
Q3 | $20M | Buy |
161,250
+64,463
| +67% | +$6.97M | 0.01% | 1151 |
|
|
2025
Q2 | $9.64M | Sell |
96,787
-8,595
| -8% | -$833K | ﹤0.01% | 1529 |
|
|
2025
Q1 | $10.5M | Sell |
105,382
-587
| -0.6% | -$60.2K | ﹤0.01% | 1523 |
|
|
2024
Q4 | $10.8M | Sell |
105,969
-10,936
| -9% | -$1.14M | ﹤0.01% | 1555 |
|
|
2024
Q3 | $13.3M | Sell |
116,905
-963
| -0.8% | -$98.6K | ﹤0.01% | 1440 |
|
|
2024
Q2 | $11.2M | Buy |
117,868
+1,717
| +1% | +$155K | ﹤0.01% | 1517 |
|
|
2024
Q1 | $10.6M | Buy |
116,151
+1,838
| +2% | +$161K | ﹤0.01% | 1551 |
|
|
2023
Q4 | $10.1M | Sell |
114,313
-9,429
| -8% | -$708K | ﹤0.01% | 1579 |
|
|
2023
Q3 | $8.24M | Sell |
123,742
-1,808
| -1% | -$130K | ﹤0.01% | 1590 |
|
|
2023
Q2 | $8.83M | Buy |
125,550
+1,758
| +1% | +$111K | ﹤0.01% | 1591 |
|
|
2023
Q1 | $7.38M | Sell |
123,792
-9,844
| -7% | -$609K | ﹤0.01% | 1660 |
|
|
2022
Q4 | $7.57M | Sell |
133,636
-14,526
| -10% | -$769K | ﹤0.01% | 1672 |
|
|
2022
Q3 | $6.36M | Sell |
148,162
-8,418
| -5% | -$440K | ﹤0.01% | 1753 |
|
|
2022
Q2 | $6.84M | Sell |
156,580
-87,317
| -36% | -$4.12M | ﹤0.01% | 1746 |
|
|
2022
Q1 | $13.3M | Buy |
243,897
+16,605
| +7% | +$1M | ﹤0.01% | 1460 |
|
|
2021
Q4 | $15.9M | Buy |
227,292
+16,235
| +8% | +$1.07M | ﹤0.01% | 1375 |
|
|
2021
Q3 | $12.9M | Sell |
211,057
-106,055
| -33% | -$6.73M | ﹤0.01% | 1602 |
|
|
2021
Q2 | $19.6M | Sell |
317,112
-25,683
| -7% | -$1.56M | 0.01% | 1382 |
|
|
2021
Q1 | $22.9M | Sell |
342,795
-72,030
| -17% | -$4.47M | 0.01% | 1214 |
|
|
2020
Q4 | $27.2M | Sell |
414,825
-48,574
| -10% | -$2.89M | 0.01% | 1045 |
|
|
2020
Q3 | $26.9M | Sell |
463,399
-64,042
| -12% | -$3.17M | 0.01% | 887 |
|
|
2020
Q2 | $22M | Buy |
527,441
+139,899
| +36% | +$4.43M | 0.01% | 980 |
|
|
2020
Q1 | $8.57M | Sell |
387,542
-64,500
| -14% | -$2.08M | ﹤0.01% | 1392 |
|
|
2019
Q4 | $15.4M | Sell |
452,042
-5
| -0% | -$162 | 0.01% | 1326 |
|
|
2019
Q3 | $13.7M | Buy |
452,047
+144,905
| +47% | +$3.91M | 0.01% | 1365 |
|
|
2019
Q2 | $6.81M | Buy |
+307,142
| New | +$6.84M | ﹤0.01% | 1826 |
|
|
2017
Q3 | – | Sell |
-37,667
| Closed | -$629K | – | 1146 |
|
|
2017
Q2 | $629K | Buy |
37,667
+19,606
| +109% | +$324K | ﹤0.01% | 878 |
|
|
2017
Q1 | $308K | Buy |
+18,061
| New | +$313K | ﹤0.01% | 1267 |
|
Other funds holding PFSI
MP
VPM
DSC
VCM
Nuveen's PFSI Position: Q1 2026 in Review
Nuveen reduced its PennyMac Financial (PFSI) stake by 56% in Q1 2026, selling an estimated $9.1M and leaving 65,644 shares worth $5.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1826.
Nuveen first reported a position in PFSI in Q1 2017 and has held it in 30 quarters since. The position peaked at $27.2M in Q4 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.
- Nuveen held 65,644 shares of PennyMac Financial worth $5.74M as of Q1 2026.
- Nuveen sold 84,636 PennyMac Financial shares in Q1 2026, an estimated $9.1M.
- PennyMac Financial made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #1826 holding.
- Nuveen first reported a position in PennyMac Financial in Q1 2017 and has held it in 30 quarters since.
- Nuveen's PennyMac Financial position peaked at $27.2M in Q4 2020.
- 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.
Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.