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Rothschild Investment LLC’s PennyMac Financial PFSI Stock Holding History

Rothschild Investment LLC’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 		$8.28K Sell
95
-21
-18% -$1.83K ﹤0.01% 1996
2026
Q1 		$10.1K Buy
116
+72
+164% +$7.74K ﹤0.01% 1678
2025
Q4 		$5.8K Buy
44
+9
+26% +$1.15K ﹤0.01% 1812
2025
Q3 		$4.34K Sell
35
-25
-42% -$2.71K ﹤0.01% 1766
2025
Q2 		$5.98K Buy
60
+15
+33% +$1.45K ﹤0.01% 1423
2025
Q1 		$4.5K Buy
45
+10
+29% +$1.03K ﹤0.01% 1489
2024
Q4 		$3.58K Buy
35
+5
+17% +$523 ﹤0.01% 1480
2024
Q3 		$3.42K Buy
30
+15
+100% +$1.54K ﹤0.01% 1445
2024
Q2 		$1.42K Buy
15
+10
+200% +$905 ﹤0.01% 1506
2024
Q1 		$455 Buy
+5
New +$437 ﹤0.01% 1394

Other funds holding PFSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.57% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Rothschild Investment LLC's PFSI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its PennyMac Financial (PFSI) stake by 18% in Q2 2026, selling an estimated $1.83K and leaving 95 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Rothschild Investment LLC first reported a position in PFSI in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.1K in Q1 2026. 72 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Rothschild Investment LLC held 95 shares of PennyMac Financial worth $8.28K as of Q2 2026.
  • Rothschild Investment LLC sold 21 PennyMac Financial shares in Q2 2026, an estimated $1.83K.
  • PennyMac Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1996 holding.
  • Rothschild Investment LLC first reported a position in PennyMac Financial in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's PennyMac Financial position peaked at $10.1K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.