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
Q1
$1.25M Sell
14,300
-7,200
-33% -$774K ﹤0.01% 2269
2025
Q4
$2.83M Sell
21,500
-11,900
-36% -$1.52M ﹤0.01% 1704
2025
Q3
$4.14M Sell
33,400
-19,300
-37% -$2.09M ﹤0.01% 1646
2025
Q2
$5.25M Sell
52,700
-20,200
-28% -$1.96M ﹤0.01% 1302
2025
Q1
$7.3M Sell
72,900
-9,800
-12% -$1.01M ﹤0.01% 1071
2024
Q4
$8.45M Buy
82,700
+36,300
+78% +$3.8M ﹤0.01% 1139
2024
Q3
$5.29M Buy
46,400
+39,200
+544% +$4.01M ﹤0.01% 1445
2024
Q2
$681K Sell
7,200
-20,000
-74% -$1.81M ﹤0.01% 3332
2024
Q1
$2.48M Sell
27,200
-137,100
-83% -$12M ﹤0.01% 2186
2023
Q4
$14.5M Buy
164,300
+12,400
+8% +$931K 0.01% 874
2023
Q3
$10.1M Buy
151,900
+67,300
+80% +$4.84M 0.01% 922
2023
Q2
$5.95M Buy
84,600
+15,100
+22% +$956K ﹤0.01% 1202
2023
Q1
$4.14M Buy
69,500
+21,500
+45% +$1.33M ﹤0.01% 1428
2022
Q4
$2.72M Sell
48,000
-100,900
-68% -$5.34M ﹤0.01% 1633
2022
Q3
$6.39M Sell
148,900
-1,300
-0.9% -$68K 0.01% 1042
2022
Q2
$6.57M Buy
150,200
+100,600
+203% +$4.75M 0.01% 998
2022
Q1
$2.64M Sell
49,600
-20,600
-29% -$1.25M ﹤0.01% 1820
2021
Q4
$4.9M Buy
70,200
+24,700
+54% +$1.63M ﹤0.01% 1221
2021
Q3
$2.74M Buy
45,500
+2,800
+7% +$178K ﹤0.01% 1771
2021
Q2
$2.63M Buy
42,700
+42,494
+20,628% +$2.58M ﹤0.01% 1818
2021
Q1
$1.38M Sell
206
-323
-61% -$20K ﹤0.01% 2051
2020
Q4
$3.47M Buy
529
+260
+97% +$15.5K ﹤0.01% 1268
2020
Q3
$1.56M Buy
269
+18
+7% +$892 ﹤0.01% 1762
2020
Q2
$1.05M Sell
251
-311
-55% -$9.85K ﹤0.01% 2109
2020
Q1
$1.24M Buy
562
+542
+2,710% +$17.4K ﹤0.01% 1685
2019
Q4
$68K Buy
+20
New +$649 ﹤0.01% 4909
2019
Q2
Sell
-13
Closed -$28K 7605
2019
Q1
$28K Buy
+13
New +$285 ﹤0.01% 5466
2016
Q4
Sell
-21
Closed -$1K 6354
2016
Q3
$1K Buy
21
+16
+320% +$243 ﹤0.01% 5403
2016
Q2
$2K Buy
+5
New +$65 ﹤0.01% 4983

Other funds holding PFSI

Simplex Trading's PFSI Position: Q1 2026 in Review

Simplex Trading reduced its PennyMac Financial (PFSI) stake by 63% in Q1 2026, selling an estimated $1.03M and leaving 5,535 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #3302.

Simplex Trading first reported a position in PFSI in Q2 2016 and has held it in 23 quarters since. The position peaked at $4.83M in Q4 2023. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Simplex Trading held 5,535 shares of PennyMac Financial worth $484K as of Q1 2026.
  • Simplex Trading sold 9,616 PennyMac Financial shares in Q1 2026, an estimated $1.03M.
  • PennyMac Financial made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3302 holding.
  • Simplex Trading first reported a position in PennyMac Financial in Q2 2016 and has held it in 23 quarters since.
  • 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 Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.