OF
PFSI icon

Optimize Financial’s PennyMac Financial PFSI Stock Holding History

Optimize Financial’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 		$483K Buy
5,526
+1,627
+42% +$175K 0.24% 106
2025
Q4 		$514K Buy
3,899
+56
+1% +$7.13K 0.26% 119
2025
Q3 		$476K Buy
+3,843
New +$416K 0.25% 124

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimize Financial's PFSI Position: Q1 2026 in Review

Optimize Financial increased its PennyMac Financial (PFSI) stake by 42% in Q1 2026, buying an estimated $175K and bringing the position to 5,526 shares worth $483K. The position accounts for 0.24% of the portfolio, ranked #106.

Optimize Financial first reported a position in PFSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $514K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Optimize Financial held 5,526 shares of PennyMac Financial worth $483K as of Q1 2026.
  • Optimize Financial bought 1,627 PennyMac Financial shares in Q1 2026, an estimated $175K.
  • PennyMac Financial made up 0.24% of Optimize Financial's portfolio in Q1 2026, its #106 holding.
  • Optimize Financial first reported a position in PennyMac Financial in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's PennyMac Financial position peaked at $514K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.