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
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 $4.77B 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

Rockefeller Capital Management's PFSI Position: Q1 2026 in Review

Rockefeller Capital Management increased its PennyMac Financial (PFSI) stake by 326% in Q1 2026, buying an estimated $64.5K and bringing the position to 784 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3092.

Rockefeller Capital Management first reported a position in PFSI in Q3 2021 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Rockefeller Capital Management held 784 shares of PennyMac Financial worth $68.5K as of Q1 2026.
  • Rockefeller Capital Management bought 600 PennyMac Financial shares in Q1 2026, an estimated $64.5K.
  • PennyMac Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3092 holding.
  • Rockefeller Capital Management first reported a position in PennyMac Financial in Q3 2021 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.