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Swiss Life Asset Management’s PennyMac Financial PFSI Stock Holding History

Swiss Life Asset Management’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
-2,828
Closed -$373K – 1586
2025
Q4 		$373K Buy
+2,828
New +$360K ﹤0.01% 916

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swiss Life Asset Management's PFSI Position: Q1 2026 in Review

Swiss Life Asset Management sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 2,828 shares — an estimated $373K sold.

Swiss Life Asset Management first reported a position in PFSI in Q4 2025 and held it in 1 quarter. The position peaked at $373K in Q4 2025. 233 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Swiss Life Asset Management reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Swiss Life Asset Management sold 2,828 PennyMac Financial shares in Q1 2026, an estimated $373K.
  • Swiss Life Asset Management first reported a position in PennyMac Financial in Q4 2025 and held it in 1 quarter.
  • Swiss Life Asset Management's PennyMac Financial position peaked at $373K in Q4 2025.
  • 233 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Swiss Life Asset Management's 13F filing for Q1 2026, filed 14 May 2026.