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PFSI icon

SummitTX Capital’s PennyMac Financial PFSI Stock Holding History

SummitTX Capital’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
Q1 		– Sell
-2,795
Closed -$368K – 924
2025
Q4 		$368K Buy
2,795
+459
+20% +$58.5K 0.01% 574
2025
Q3 		$289K Buy
2,336
+145
+7% +$15.7K 0.01% 641
2025
Q2 		$218K Sell
2,191
-1,204
-35% -$117K 0.01% 683
2025
Q1 		$340K Buy
+3,395
New +$348K 0.01% 633

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SummitTX Capital's PFSI Position: Q1 2026 in Review

SummitTX Capital sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 2,795 shares — an estimated $368K sold.

SummitTX Capital first reported a position in PFSI in Q1 2025 and held it in 4 quarters. The position peaked at $368K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • SummitTX Capital reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • SummitTX Capital sold 2,795 PennyMac Financial shares in Q1 2026, an estimated $368K.
  • SummitTX Capital first reported a position in PennyMac Financial in Q1 2025 and held it in 4 quarters.
  • SummitTX Capital's PennyMac Financial position peaked at $368K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.