SJS Investment Consulting’s PennyMac Financial PFSI Stock Holding History

SJS Investment Consulting’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	$959	Hold	11	–	–	﹤0.01%	2042
2026 Q1	$962	Buy	11 +4	+57%	+$430	﹤0.01%	1490
2025 Q4	$923	Hold	7	–	–	﹤0.01%	1327
2025 Q3	$868	Hold	7	–	–	﹤0.01%	1061
2025 Q2	$698	Sell	7 -5	-42%	-$485	﹤0.01%	988
2025 Q1	$1.2K	Hold	12	–	–	﹤0.01%	944
2024 Q4	$1.23K	Sell	12 -2	-14%	-$209	﹤0.01%	925
2024 Q3	$1.6K	Hold	14	–	–	﹤0.01%	901
2024 Q2	$1.32K	Hold	14	–	–	﹤0.01%	918
2024 Q1	$1.28K	Sell	14 -1	-7%	-$87	﹤0.01%	937
2023 Q4	$1.33K	Buy	15 +2	+15%	+$150	﹤0.01%	833
2023 Q3	$866	Hold	13	–	–	﹤0.01%	998
2023 Q2	$915	Buy	13 +1	+8%	+$63	﹤0.01%	936
2023 Q1	$716	Sell	12 -3	-20%	-$186	﹤0.01%	1018
2022 Q4	$850	Buy	15 +3	+25%	+$159	﹤0.01%	1015
2022 Q3	$0	Buy	+12	New	+$627	﹤0.01%	1421
2022 Q1	$0	Buy	+1	New	+$60	﹤0.01%	1183

Other funds holding PFSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Lightrock Netherlands Utrecht, Netherlands $506M AUM 51.14% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

SJS Investment Consulting's PFSI Position: Q2 2026 in Review

SJS Investment Consulting held its PennyMac Financial (PFSI) position steady in Q2 2026 at 11 shares worth $959. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

SJS Investment Consulting first reported a position in PFSI in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.6K in Q3 2024. 85 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

SJS Investment Consulting held 11 shares of PennyMac Financial worth $959 as of Q2 2026.
SJS Investment Consulting left its PennyMac Financial share count unchanged in Q2 2026.
PennyMac Financial made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2042 holding.
SJS Investment Consulting first reported a position in PennyMac Financial in Q1 2022 and has held it in 17 quarters since.
SJS Investment Consulting's PennyMac Financial position peaked at $1.6K in Q3 2024.
85 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.