SGI
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Summit Global Investments’s PennyMac Financial PFSI Stock Holding History

Summit Global Investments’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
2024
Q4 		– Sell
-5,305
Closed -$605K – 612
2024
Q3 		$605K Buy
+5,305
New +$543K 0.04% 338

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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Global Investments's PFSI Position: Q4 2024 in Review

Summit Global Investments sold out of PennyMac Financial (PFSI) in Q4 2024, closing a stake of 5,305 shares — an estimated $605K sold.

Summit Global Investments first reported a position in PFSI in Q3 2024 and held it in 1 quarter. The position peaked at $605K in Q3 2024. 206 funds tracked by Wall St. Rank hold PFSI as of Q4 2024.

  • Summit Global Investments reported no remaining PennyMac Financial position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 5,305 PennyMac Financial shares in Q4 2024, an estimated $605K.
  • Summit Global Investments first reported a position in PennyMac Financial in Q3 2024 and held it in 1 quarter.
  • Summit Global Investments's PennyMac Financial position peaked at $605K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.