Prelude Capital Management’s PennyMac Financial PFSI Stock Holding History

Prelude Capital Management’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	–	Sell	-1,598	Closed	-$211K	–	1504
2025 Q4	$211K	Buy	+1,598	New	+$204K	0.02%	1030
2020 Q4	–	Sell	-6,235	Closed	-$362K	–	1815
2020 Q3	$362K	Buy	+6,235	New	+$309K	0.02%	509
2017 Q2	–	Sell	-1,500	Closed	-$26K	–	1791
2017 Q1	$26K	Sell	1,500 -2,800	-65%	-$48.5K	﹤0.01%	1233
2016 Q4	$72K	Sell	4,300 -368	-8%	-$6.26K	0.01%	937
2016 Q3	$79K	Buy	+4,668	New	+$70.8K	0.01%	900
2016 Q1	–	Sell	-4,941	Closed	-$76K	–	1462
2015 Q4	$76K	Buy	+4,941	New	+$79.8K	0.01%	913

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prelude Capital Management's PFSI Position: Q1 2026 in Review

Prelude Capital Management sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 1,598 shares — an estimated $211K sold.

Prelude Capital Management first reported a position in PFSI in Q4 2015 and held it in 6 quarters. The position peaked at $362K in Q3 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

Prelude Capital Management reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
Prelude Capital Management sold 1,598 PennyMac Financial shares in Q1 2026, an estimated $211K.
Prelude Capital Management first reported a position in PennyMac Financial in Q4 2015 and held it in 6 quarters.
Prelude Capital Management's PennyMac Financial position peaked at $362K in Q3 2020.
231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.