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PFSI icon

SBI Securities’s PennyMac Financial PFSI Stock Holding History

SBI Securities’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 		$6.97K Hold
80
– – ﹤0.01% 2021
2026
Q1 		$6.99K Hold
80
– – ﹤0.01% 1888
2025
Q4 		$10.5K Hold
80
– – ﹤0.01% 1709
2025
Q3 		$9.91K Hold
80
– – ﹤0.01% 1780
2025
Q2 		$7.97K Hold
80
– – ﹤0.01% 1801
2025
Q1 		$8.01K Hold
80
– – ﹤0.01% 1691
2024
Q4 		$8.17K Buy
+80
New +$8.37K ﹤0.01% 1727

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 $3.37T AUM 44.26% 1-Year Est. Return

SBI Securities's PFSI Position: Q2 2026 in Review

SBI Securities held its PennyMac Financial (PFSI) position steady in Q2 2026 at 80 shares worth $6.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

SBI Securities first reported a position in PFSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.5K in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • SBI Securities held 80 shares of PennyMac Financial worth $6.97K as of Q2 2026.
  • SBI Securities left its PennyMac Financial share count unchanged in Q2 2026.
  • PennyMac Financial made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2021 holding.
  • SBI Securities first reported a position in PennyMac Financial in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's PennyMac Financial position peaked at $10.5K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.