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Principal Securities’s PennyMac Financial PFSI Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-38
Closed -$4.71K – 2904
2025
Q3 		$4.71K Hold
38
– – ﹤0.01% 2981
2025
Q2 		$3.79K Sell
38
-35
-48% -$3.39K ﹤0.01% 2944
2025
Q1 		$7.46K Hold
73
– – ﹤0.01% 2641
2024
Q4 		$7.46K Sell
73
-51
-41% -$5.33K ﹤0.01% 2638
2024
Q3 		$14.1K Sell
124
-22
-15% -$2.25K ﹤0.01% 2280
2024
Q2 		$13.8K Buy
146
+13
+10% +$1.18K ﹤0.01% 2249
2024
Q1 		$12.1K Buy
133
+21
+19% +$1.83K ﹤0.01% 2241
2023
Q4 		$9.9K Buy
+112
New +$8.41K ﹤0.01% 2247

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Securities's PFSI Position: Q4 2025 in Review

Principal Securities sold out of PennyMac Financial (PFSI) in Q4 2025, closing a stake of 38 shares — an estimated $4.71K sold.

Principal Securities first reported a position in PFSI in Q4 2023 and held it in 8 quarters. The position peaked at $14.1K in Q3 2024. 263 funds tracked by Wall St. Rank hold PFSI as of Q4 2025.

  • Principal Securities reported no remaining PennyMac Financial position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 38 PennyMac Financial shares in Q4 2025, an estimated $4.71K.
  • Principal Securities first reported a position in PennyMac Financial in Q4 2023 and held it in 8 quarters.
  • Principal Securities's PennyMac Financial position peaked at $14.1K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.