SVB Wealth’s PennyMac Financial PFSI Stock Holding History

SVB Wealth’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	-33	Closed	-$3.32K	–	1293
2025 Q1	$3.32K	Buy	+33	New	+$3.38K	﹤0.01%	1115

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's PFSI Position: Q2 2025 in Review

SVB Wealth sold out of PennyMac Financial (PFSI) in Q2 2025, closing a stake of 33 shares — an estimated $3.32K sold.

SVB Wealth first reported a position in PFSI in Q1 2025 and held it in 1 quarter. The position peaked at $3.32K in Q1 2025. 219 funds tracked by Wall St. Rank hold PFSI as of Q2 2025.

SVB Wealth reported no remaining PennyMac Financial position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 33 PennyMac Financial shares in Q2 2025, an estimated $3.32K.
SVB Wealth first reported a position in PennyMac Financial in Q1 2025 and held it in 1 quarter.
SVB Wealth's PennyMac Financial position peaked at $3.32K in Q1 2025.
219 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.