SC
PFSI icon

Stephens Consulting’s PennyMac Financial PFSI Stock Holding History

Stephens 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
2025
Q3 		– Sell
-1
Closed -$100 – 948
2025
Q2 		$100 Sell
1
-9
-90% -$872 ﹤0.01% 1068
2025
Q1 		$1K Buy
+10
New +$1.03K ﹤0.01% 647

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

Stephens Consulting's PFSI Position: Q3 2025 in Review

Stephens Consulting sold out of PennyMac Financial (PFSI) in Q3 2025, closing a stake of 1 share — an estimated $100 sold.

Stephens Consulting first reported a position in PFSI in Q1 2025 and held it in 2 quarters. The position peaked at $1K in Q1 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q3 2025.

  • Stephens Consulting reported no remaining PennyMac Financial position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 1 PennyMac Financial share in Q3 2025, an estimated $100.
  • Stephens Consulting first reported a position in PennyMac Financial in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's PennyMac Financial position peaked at $1K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.