Principal Financial Group
PFSI icon

Principal Financial Group’s PennyMac Financial PFSI Stock Holding History

Principal Financial Group’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
-10,595
Closed -$1.4M – 2265
2025
Q4 		$1.4M Sell
10,595
-18,002
-63% -$2.29M ﹤0.01% 1899
2025
Q3 		$3.54M Buy
28,597
+3,500
+14% +$379K ﹤0.01% 1701
2025
Q2 		$2.5M Sell
25,097
-72,462
-74% -$7.02M ﹤0.01% 1761
2025
Q1 		$9.77M Sell
97,559
-16,973
-15% -$1.74M 0.01% 1273
2024
Q4 		$11.7M Sell
114,532
-22,046
-16% -$2.31M 0.01% 1209
2024
Q3 		$15.6M Sell
136,578
-16,226
-11% -$1.66M 0.01% 1004
2024
Q2 		$14.5M Buy
152,804
+246
+0.2% +$22.3K 0.01% 1055
2024
Q1 		$13.9M Sell
152,558
-9,983
-6% -$872K 0.01% 1136
2023
Q4 		$14.4M Buy
162,541
+50,877
+46% +$3.82M 0.01% 1102
2023
Q3 		$7.44M Buy
111,664
+11,355
+11% +$817K 0.01% 1369
2023
Q2 		$7.05M Buy
100,309
+48,275
+93% +$3.06M ﹤0.01% 1407
2023
Q1 		$3.1M Buy
+52,034
New +$3.22M ﹤0.01% 1679
2021
Q3 		– Sell
-4,077
Closed -$252K – 2612
2021
Q2 		$252K Sell
4,077
-792
-16% -$48.1K ﹤0.01% 2413
2021
Q1 		$326K Buy
4,869
+1,152
+31% +$71.5K ﹤0.01% 2253
2020
Q4 		$244K Buy
3,717
+141
+4% +$8.39K ﹤0.01% 2274
2020
Q3 		$208K Sell
3,576
-2,007
-36% -$99.5K ﹤0.01% 2201
2020
Q2 		$233K Buy
+5,583
New +$177K ﹤0.01% 2144
2018
Q4 		– Sell
-16,268
Closed -$340K – 2291
2018
Q3 		$340K Buy
16,268
+237
+1% +$4.91K ﹤0.01% 2050
2018
Q2 		$315K Buy
+16,031
New +$334K ﹤0.01% 2071

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

Principal Financial Group's PFSI Position: Q1 2026 in Review

Principal Financial Group sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 10,595 shares — an estimated $1.4M sold.

Principal Financial Group first reported a position in PFSI in Q2 2018 and held it in 19 quarters. The position peaked at $15.6M in Q3 2024. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Principal Financial Group reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 10,595 PennyMac Financial shares in Q1 2026, an estimated $1.4M.
  • Principal Financial Group first reported a position in PennyMac Financial in Q2 2018 and held it in 19 quarters.
  • Principal Financial Group's PennyMac Financial position peaked at $15.6M in Q3 2024.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.