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Patriot Financial Group Insurance Agency’s PennyMac Financial PFSI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-76
Closed -$3K – 1510
2022
Q2 		$3K Sell
76
-14
-16% -$661 ﹤0.01% 1665
2022
Q1 		$5K Buy
90
+22
+32% +$1.33K ﹤0.01% 1628
2021
Q4 		$5K Buy
68
+46
+209% +$3.04K ﹤0.01% 1717
2021
Q3 		$1K Buy
22
+13
+144% +$825 ﹤0.01% 2080
2021
Q2 		$1K Buy
+9
New +$547 ﹤0.01% 2006

Other funds holding PFSI

T. Rowe Price Investment Management
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MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PFSI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of PennyMac Financial (PFSI) in Q3 2022, closing a stake of 76 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in PFSI in Q2 2021 and held it in 5 quarters. The position peaked at $5K in Q1 2022. 169 funds tracked by Wall St. Rank hold PFSI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining PennyMac Financial position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 76 PennyMac Financial shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in PennyMac Financial in Q2 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's PennyMac Financial position peaked at $5K in Q1 2022.
  • 169 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.