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RFP Financial Group’s PennyMac Financial PFSI Stock Holding History

RFP 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
2024
Q3 		– Sell
-6
Closed -$568 – 600
2024
Q2 		$568 Hold
6
– – ﹤0.01% 848
2024
Q1 		$547 Sell
6
-18
-75% -$1.57K ﹤0.01% 803
2023
Q4 		$2.12K Hold
24
– – ﹤0.01% 677
2023
Q3 		$1.6K Hold
24
– – ﹤0.01% 700
2023
Q2 		$1.69K Hold
24
– – ﹤0.01% 731
2023
Q1 		$1.43K Hold
24
– – ﹤0.01% 572
2022
Q4 		$1.36K Buy
+24
New +$1.27K ﹤0.01% 730

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RFP Financial Group's PFSI Position: Q3 2024 in Review

RFP Financial Group sold out of PennyMac Financial (PFSI) in Q3 2024, closing a stake of 6 shares — an estimated $568 sold.

RFP Financial Group first reported a position in PFSI in Q4 2022 and held it in 7 quarters. The position peaked at $2.12K in Q4 2023. 202 funds tracked by Wall St. Rank hold PFSI as of Q3 2024.

  • RFP Financial Group reported no remaining PennyMac Financial position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 6 PennyMac Financial shares in Q3 2024, an estimated $568.
  • RFP Financial Group first reported a position in PennyMac Financial in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's PennyMac Financial position peaked at $2.12K in Q4 2023.
  • 202 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.