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Stonebridge Financial Group (Pennsylvania)’s PennyMac Financial PFSI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-190
Closed -$19K – 731
2025
Q1 		$19K Hold
190
– – ﹤0.01% 504
2024
Q4 		$19.4K Buy
+190
New +$19.9K ﹤0.01% 499

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s PFSI Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of PennyMac Financial (PFSI) in Q2 2025, closing a stake of 190 shares — an estimated $19K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in PFSI in Q4 2024 and held it in 2 quarters. The position peaked at $19.4K in Q4 2024. 219 funds tracked by Wall St. Rank hold PFSI as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining PennyMac Financial position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 190 PennyMac Financial shares in Q2 2025, an estimated $19K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in PennyMac Financial in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s PennyMac Financial position peaked at $19.4K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.