Smartleaf Asset Management’s PennyMac Financial PFSI Stock Holding History

Smartleaf Asset Management’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	$23.9K	Hold	278	–	–	﹤0.01%	1913
2026 Q1	$23.6K	Buy	278 +31	+13%	+$3.33K	﹤0.01%	1854
2025 Q4	$32.9K	Buy	247 +68	+38%	+$8.66K	﹤0.01%	1763
2025 Q3	$22.3K	Buy	179 +134	+298%	+$14.5K	﹤0.01%	1773
2025 Q2	$4.46K	Buy	45 +26	+137%	+$2.52K	﹤0.01%	2090
2025 Q1	$1.91K	Sell	19 -3	-14%	-$308	﹤0.01%	2482
2024 Q4	$2.23K	Sell	22 -3	-12%	-$314	﹤0.01%	2506
2024 Q3	$2.85K	Buy	25 +13	+108%	+$1.33K	﹤0.01%	2358
2024 Q2	$1.11K	Buy	+12	New	+$1.09K	﹤0.01%	2394

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Smartleaf Asset Management's PFSI Position: Q2 2026 in Review

Smartleaf Asset Management held its PennyMac Financial (PFSI) position steady in Q2 2026 at 278 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

Smartleaf Asset Management first reported a position in PFSI in Q2 2024 and has held it in 9 quarters since. The position peaked at $32.9K in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Smartleaf Asset Management held 278 shares of PennyMac Financial worth $23.9K as of Q2 2026.
Smartleaf Asset Management left its PennyMac Financial share count unchanged in Q2 2026.
PennyMac Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1913 holding.
Smartleaf Asset Management first reported a position in PennyMac Financial in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's PennyMac Financial position peaked at $32.9K in Q4 2025.
230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.