Rockefeller Capital Management
PFSI icon

Rockefeller Capital Management’s PennyMac Financial PFSI Stock Holding History

Rockefeller 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
Q2 		$71.2K Buy
818
+34
+4% +$2.96K ﹤0.01% 3173
2026
Q1 		$68.5K Buy
784
+600
+326% +$64.5K ﹤0.01% 3092
2025
Q4 		$24.3K Buy
+184
New +$23.4K ﹤0.01% 3425
2021
Q4 		– Sell
-75
Closed -$4K – 3943
2021
Q3 		$4K Buy
+75
New +$4.76K ﹤0.01% 3253

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Rockefeller Capital Management's PFSI Position: Q2 2026 in Review

Rockefeller Capital Management increased its PennyMac Financial (PFSI) stake by 4.3% in Q2 2026, buying an estimated $2.96K and bringing the position to 818 shares worth $71.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3173.

Rockefeller Capital Management first reported a position in PFSI in Q3 2021 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Rockefeller Capital Management held 818 shares of PennyMac Financial worth $71.2K as of Q2 2026.
  • Rockefeller Capital Management bought 34 PennyMac Financial shares in Q2 2026, an estimated $2.96K.
  • PennyMac Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3173 holding.
  • Rockefeller Capital Management first reported a position in PennyMac Financial in Q3 2021 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.