Simplex Trading’s PennyMac Financial PFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.44M | Buy |
16,500
+7,600
| +85% | +$661K | ﹤0.01% | 2373 |
|
|
2026
Q1 | $778K | Sell |
8,900
-1,100
| -11% | -$118K | ﹤0.01% | 2753 |
|
|
2025
Q4 | $1.32M | Sell |
10,000
-10,400
| -51% | -$1.33M | ﹤0.01% | 2353 |
|
|
2025
Q3 | $2.53M | Sell |
20,400
-800
| -4% | -$86.6K | ﹤0.01% | 2093 |
|
|
2025
Q2 | $2.11M | Sell |
21,200
-22,900
| -52% | -$2.22M | ﹤0.01% | 2052 |
|
|
2025
Q1 | $4.41M | Sell |
44,100
-26,300
| -37% | -$2.7M | ﹤0.01% | 1392 |
|
|
2024
Q4 | $7.19M | Sell |
70,400
-800
| -1% | -$83.7K | ﹤0.01% | 1221 |
|
|
2024
Q3 | $8.11M | Buy |
71,200
+28,900
| +68% | +$2.96M | ﹤0.01% | 1166 |
|
|
2024
Q2 | $4M | Sell |
42,300
-8,900
| -17% | -$805K | ﹤0.01% | 1596 |
|
|
2024
Q1 | $4.66M | Sell |
51,200
-4,900
| -9% | -$428K | ﹤0.01% | 1654 |
|
|
2023
Q4 | $4.96M | Sell |
56,100
-25,700
| -31% | -$1.93M | ﹤0.01% | 1560 |
|
|
2023
Q3 | $5.45M | Buy |
81,800
+62,000
| +313% | +$4.46M | ﹤0.01% | 1288 |
|
|
2023
Q2 | $1.39M | Sell |
19,800
-75,500
| -79% | -$4.78M | ﹤0.01% | 2273 |
|
|
2023
Q1 | $5.68M | Sell |
95,300
-36,700
| -28% | -$2.27M | 0.01% | 1221 |
|
|
2022
Q4 | $7.48M | Buy |
132,000
+30,900
| +31% | +$1.64M | 0.01% | 993 |
|
|
2022
Q3 | $4.34M | Sell |
101,100
-8,800
| -8% | -$460K | ﹤0.01% | 1296 |
|
|
2022
Q2 | $4.8M | Buy |
109,900
+18,600
| +20% | +$878K | 0.01% | 1173 |
|
|
2022
Q1 | $4.86M | Buy |
91,300
+28,800
| +46% | +$1.74M | ﹤0.01% | 1267 |
|
|
2021
Q4 | $4.36M | Buy |
62,500
+15,700
| +34% | +$1.04M | ﹤0.01% | 1314 |
|
|
2021
Q3 | $2.82M | Hold |
46,800
| – | – | ﹤0.01% | 1739 |
|
|
2021
Q2 | $2.89M | Buy |
46,800
+46,358
| +10,488% | +$2.82M | ﹤0.01% | 1718 |
|
|
2021
Q1 | $2.96M | Buy |
442
+207
| +88% | +$12.8K | 0.01% | 1235 |
|
|
2020
Q4 | $1.54M | Sell |
235
-239
| -50% | -$14.2K | ﹤0.01% | 2038 |
|
|
2020
Q3 | $2.75M | Sell |
474
-58
| -11% | -$2.88K | ﹤0.01% | 1275 |
|
|
2020
Q2 | $2.22M | Buy |
532
+18
| +4% | +$570 | ﹤0.01% | 1427 |
|
|
2020
Q1 | $1.14M | Buy |
514
+255
| +98% | +$8.21K | ﹤0.01% | 1756 |
|
|
2019
Q4 | $881K | Buy |
259
+214
| +476% | +$6.95K | ﹤0.01% | 2203 |
|
|
2019
Q3 | $136K | Buy |
+45
| New | +$1.21K | ﹤0.01% | 3971 |
|
|
2018
Q3 | – | Sell |
-9
| Closed | -$17K | – | 7891 |
|
|
2018
Q2 | $17K | Buy |
+9
| New | +$188 | ﹤0.01% | 5991 |
|
Other funds holding PFSI
MP
DSC
RCMNY
Simplex Trading's PFSI Position: Q2 2026 in Review
Simplex Trading sold out of PennyMac Financial (PFSI) in Q2 2026, closing a stake of 5,535 shares — an estimated $481K sold.
Simplex Trading first reported a position in PFSI in Q2 2016 and held it in 23 quarters. The position peaked at $4.83M in Q4 2023. 231 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.
- Simplex Trading reported no remaining PennyMac Financial position as of Q2 2026 after selling out during the quarter.
- Simplex Trading sold 5,535 PennyMac Financial shares in Q2 2026, an estimated $481K.
- Simplex Trading first reported a position in PennyMac Financial in Q2 2016 and held it in 23 quarters.
- Simplex Trading's PennyMac Financial position peaked at $4.83M in Q4 2023.
- 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.
Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.