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Smith Shellnut Wilson’s PennyMac Financial PFSI Stock Holding History

Smith Shellnut Wilson’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
Q1 		– Sell
-1,850
Closed -$244K – 150
2025
Q4 		$244K Hold
1,850
– – 0.09% 126
2025
Q3 		$229K Buy
+1,850
New +$200K 0.09% 130
2024
Q4 		– Sell
-1,850
Closed -$211K – 151
2024
Q3 		$211K Buy
+1,850
New +$189K 0.1% 143

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Smith Shellnut Wilson's PFSI Position: Q1 2026 in Review

Smith Shellnut Wilson sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 1,850 shares — an estimated $244K sold.

Smith Shellnut Wilson first reported a position in PFSI in Q3 2024 and held it in 3 quarters. The position peaked at $244K in Q4 2025. 234 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Smith Shellnut Wilson reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Smith Shellnut Wilson sold 1,850 PennyMac Financial shares in Q1 2026, an estimated $244K.
  • Smith Shellnut Wilson first reported a position in PennyMac Financial in Q3 2024 and held it in 3 quarters.
  • Smith Shellnut Wilson's PennyMac Financial position peaked at $244K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Smith Shellnut Wilson's 13F filing for Q1 2026, filed 3 Aug 2026.