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Parallel Advisors’s PennyMac Financial PFSI Stock Holding History

Parallel 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 		$2.09K Sell
24
-77
-76% -$6.7K ﹤0.01% 3510
2026
Q1 		$8.83K Sell
101
-60
-37% -$6.45K ﹤0.01% 2808
2025
Q4 		$21.3K Buy
161
+38
+31% +$4.84K ﹤0.01% 2255
2025
Q3 		$15.2K Buy
123
+56
+84% +$6.06K ﹤0.01% 2384
2025
Q2 		$6.68K Buy
67
+45
+205% +$4.36K ﹤0.01% 2637
2025
Q1 		$2.2K Sell
22
-2
-8% -$205 ﹤0.01% 2953
2024
Q4 		$2.45K Buy
24
+2
+9% +$209 ﹤0.01% 2899
2024
Q3 		$2.51K Buy
22
+5
+29% +$512 ﹤0.01% 2828
2024
Q2 		$1.61K Hold
17
– – ﹤0.01% 2857
2024
Q1 		$1.55K Hold
17
– – ﹤0.01% 2860
2023
Q4 		$1.5K Buy
17
+5
+42% +$375 ﹤0.01% 2865
2023
Q3 		$799 Hold
12
– – ﹤0.01% 3014
2023
Q2 		$844 Hold
12
– – ﹤0.01% 2975
2023
Q1 		$715 Hold
12
– – ﹤0.01% 3027
2022
Q4 		$680 Sell
12
-17
-59% -$900 ﹤0.01% 2976
2022
Q3 		$1K Sell
29
-15
-34% -$784 ﹤0.01% 2991
2022
Q2 		$2K Buy
44
+17
+63% +$803 ﹤0.01% 2617
2022
Q1 		$1K Buy
27
+19
+238% +$1.15K ﹤0.01% 2807
2021
Q4 		$1K Buy
+8
New +$528 ﹤0.01% 2931
2020
Q2 		– Sell
-431
Closed -$9K – 2646
2020
Q1 		$9K Buy
431
+369
+595% +$11.9K ﹤0.01% 1669
2019
Q4 		$2K Hold
62
– – ﹤0.01% 2232
2019
Q3 		$2K Hold
62
– – ﹤0.01% 2196
2019
Q2 		$1K Buy
+62
New +$1.38K ﹤0.01% 2226
2018
Q4 		– Sell
-127
Closed -$3K – 2233
2018
Q3 		$3K Buy
+127
New +$2.63K ﹤0.01% 1926

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
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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parallel Advisors's PFSI Position: Q2 2026 in Review

Parallel Advisors reduced its PennyMac Financial (PFSI) stake by 76% in Q2 2026, selling an estimated $6.7K and leaving 24 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3510.

Parallel Advisors first reported a position in PFSI in Q3 2018 and has held it in 24 quarters since. The position peaked at $21.3K in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Parallel Advisors held 24 shares of PennyMac Financial worth $2.09K as of Q2 2026.
  • Parallel Advisors sold 77 PennyMac Financial shares in Q2 2026, an estimated $6.7K.
  • PennyMac Financial made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3510 holding.
  • Parallel Advisors first reported a position in PennyMac Financial in Q3 2018 and has held it in 24 quarters since.
  • Parallel Advisors's PennyMac Financial position peaked at $21.3K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.