Steve Schonfeld’s PennyMac Financial PFSI Stock Holding History

Steve Schonfeld’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	$11.3M	Buy	129,357 +94,495	+271%	+$8.22M	0.04%	379
2026 Q1	$3.05M	Sell	34,862 -13,429	-28%	-$1.44M	0.02%	659
2025 Q4	$6.37M	Buy	48,291 +37,179	+335%	+$4.74M	0.03%	473
2025 Q3	$1.38M	Buy	11,112 +8,269	+291%	+$895K	0.01%	1225
2025 Q2	$283K	Sell	2,843 -82	-3%	-$7.95K	﹤0.01%	1706
2025 Q1	$293K	Buy	+2,925	New	+$300K	﹤0.01%	1801
2024 Q2	–	Sell	-4,401	Closed	-$401K	–	2468
2024 Q1	$401K	Sell	4,401 -4,880	-53%	-$426K	﹤0.01%	1554
2023 Q4	$820K	Buy	+9,281	New	+$697K	0.01%	1102
2023 Q2	–	Sell	-65,700	Closed	-$3.92M	–	2414
2023 Q1	$3.92M	Buy	65,700 +4,834	+8%	+$299K	0.04%	501
2022 Q4	$3.45M	Buy	60,866 +54,266	+822%	+$2.87M	0.03%	608
2022 Q3	$283K	Buy	+6,600	New	+$345K	﹤0.01%	2124

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

Steve Schonfeld's PFSI Position: Q2 2026 in Review

Steve Schonfeld increased its PennyMac Financial (PFSI) stake by 271% in Q2 2026, buying an estimated $8.22M and bringing the position to 129,357 shares worth $11.3M. The position accounts for 0.04% of the portfolio, ranked #379.

Steve Schonfeld first reported a position in PFSI in Q3 2022 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Steve Schonfeld held 129,357 shares of PennyMac Financial worth $11.3M as of Q2 2026.
Steve Schonfeld bought 94,495 PennyMac Financial shares in Q2 2026, an estimated $8.22M.
PennyMac Financial made up 0.04% of Steve Schonfeld's portfolio in Q2 2026, its #379 holding.
Steve Schonfeld first reported a position in PennyMac Financial in Q3 2022 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.