PFBT
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Parkside Financial Bank & Trust’s PennyMac Financial PFSI Stock Holding History

Parkside Financial Bank & Trust’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 		$92.5K Buy
1,058
+171
+19% +$18.4K 0.01% 715
2025
Q4 		$117K Sell
887
-156
-15% -$19.9K 0.01% 639
2025
Q3 		$129K Sell
1,043
-49
-4% -$5.3K 0.01% 580
2025
Q2 		$109K Sell
1,092
-30
-3% -$2.91K 0.01% 626
2025
Q1 		$112K Buy
1,122
+22
+2% +$2.26K 0.01% 538
2024
Q4 		$112K Buy
1,100
+389
+55% +$40.7K 0.01% 531
2024
Q3 		$81K Buy
711
+194
+38% +$19.9K 0.01% 618
2024
Q2 		$48.9K Buy
517
+28
+6% +$2.53K 0.01% 754
2024
Q1 		$44.5K Buy
489
+79
+19% +$6.9K 0.01% 772
2023
Q4 		$36.2K Buy
+410
New +$30.8K 0.01% 794
2023
Q1 		– Sell
-302
Closed -$17.1K – 2082
2022
Q4 		$17.1K Sell
302
-13
-4% -$688 ﹤0.01% 892
2022
Q3 		$14K Sell
315
-104
-25% -$5.44K ﹤0.01% 907
2022
Q2 		$18K Sell
419
-1
-0.2% -$47 0.01% 837
2022
Q1 		$23K Sell
420
-4
-0.9% -$242 0.01% 797
2021
Q4 		$30K Sell
424
-41
-9% -$2.71K 0.01% 688
2021
Q3 		$28K Buy
465
+8
+2% +$508 0.01% 676
2021
Q2 		$29K Sell
457
-4
-0.9% -$243 0.01% 664
2021
Q1 		$31K Buy
461
+221
+92% +$13.7K 0.01% 633
2020
Q4 		$16K Sell
240
-94
-28% -$5.59K 0.01% 779
2020
Q3 		$19K Buy
+334
New +$16.6K 0.01% 661

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Parkside Financial Bank & Trust's PFSI Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its PennyMac Financial (PFSI) stake by 19% in Q1 2026, buying an estimated $18.4K and bringing the position to 1,058 shares worth $92.5K. The position accounts for 0.01% of the portfolio, ranked #715.

Parkside Financial Bank & Trust first reported a position in PFSI in Q3 2020 and has held it in 20 quarters since. The position peaked at $129K in Q3 2025. 233 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Parkside Financial Bank & Trust held 1,058 shares of PennyMac Financial worth $92.5K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 171 PennyMac Financial shares in Q1 2026, an estimated $18.4K.
  • PennyMac Financial made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #715 holding.
  • Parkside Financial Bank & Trust first reported a position in PennyMac Financial in Q3 2020 and has held it in 20 quarters since.
  • Parkside Financial Bank & Trust's PennyMac Financial position peaked at $129K in Q3 2025.
  • 233 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.