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Steward Financial Group’s PennyMac Financial PFSI Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+44
New +$3.16K ﹤0.01% 1029
2023
Q2 		– Sell
-33
Closed -$1K – 849
2023
Q1 		$1K Buy
33
+18
+120% +$1.11K ﹤0.01% 645
2022
Q4 		$0 Buy
+15
New +$794 ﹤0.01% 744
2022
Q3 		– Sell
-8
Closed – – 975
2022
Q2 		$0 Buy
+8
New +$378 ﹤0.01% 1271

Other funds holding PFSI

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Steward Financial Group's PFSI Position: Q3 2023 in Review

Steward Financial Group opened a new position in PennyMac Financial (PFSI) in Q3 2023: 44 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1029 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PFSI as recently as Q1 2023.

Steward Financial Group first reported a position in PFSI in Q2 2022 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold PFSI as of Q3 2023.

  • Steward Financial Group held 44 shares of PennyMac Financial worth $2K as of Q3 2023.
  • PennyMac Financial was a new Steward Financial Group position in Q3 2023.
  • PennyMac Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1029 holding.
  • Steward Financial Group first reported a position in PennyMac Financial in Q2 2022 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.