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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
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 $4.77B AUM 72.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smith Shellnut Wilson's PFSI Position: Q3 2025 in Review

Smith Shellnut Wilson opened a new position in PennyMac Financial (PFSI) in Q3 2025: 1,850 shares worth $229K. The stake represents 0.09% of the portfolio and ranks #130 among its holdings. This is a return to the name: Smith Shellnut Wilson previously reported a position in PFSI as recently as Q3 2024.

Smith Shellnut Wilson first reported a position in PFSI in Q3 2024 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold PFSI as of Q3 2025.

  • Smith Shellnut Wilson held 1,850 shares of PennyMac Financial worth $229K as of Q3 2025.
  • PennyMac Financial was a new Smith Shellnut Wilson position in Q3 2025.
  • PennyMac Financial made up 0.09% of Smith Shellnut Wilson's portfolio in Q3 2025, its #130 holding.
  • Smith Shellnut Wilson first reported a position in PennyMac Financial in Q3 2024 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.