Raymond James Financial
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Raymond James Financial’s PennyMac Financial PFSI Stock Holding History

Raymond James Financial’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
-1,718
Closed -$227K – 5417
2025
Q4 		$227K Buy
+1,718
New +$219K ﹤0.01% 4735
2025
Q3 		– Sell
-824
Closed -$82.1K – 6249
2025
Q2 		$82.1K Buy
+824
New +$79.9K ﹤0.01% 4962

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

Raymond James Financial's PFSI Position: Q1 2026 in Review

Raymond James Financial sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 1,718 shares — an estimated $227K sold.

Raymond James Financial first reported a position in PFSI in Q2 2025 and held it in 2 quarters. The position peaked at $227K in Q4 2025. 233 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Raymond James Financial reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 1,718 PennyMac Financial shares in Q1 2026, an estimated $227K.
  • Raymond James Financial first reported a position in PennyMac Financial in Q2 2025 and held it in 2 quarters.
  • Raymond James Financial's PennyMac Financial position peaked at $227K in Q4 2025.
  • 233 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.