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TD Waterhouse Canada’s PennyMac Financial PFSI Stock Holding History

TD Waterhouse Canada’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
Q4 		– Sell
-379
Closed -$47.6K – 2135
2025
Q3 		$47.6K Hold
379
– – ﹤0.01% 1201
2025
Q2 		$38.4K Hold
379
– – ﹤0.01% 1183
2025
Q1 		$38K Hold
379
– – ﹤0.01% 1145
2024
Q4 		$38.7K Buy
+379
New +$39.6K ﹤0.01% 1139
2024
Q2 		– Sell
-2,295
Closed -$202K – 1976
2024
Q1 		$202K Sell
2,295
-325
-12% -$28.4K ﹤0.01% 767
2023
Q4 		$222K Buy
+2,620
New +$197K ﹤0.01% 664

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TD Waterhouse Canada's PFSI Position: Q4 2025 in Review

TD Waterhouse Canada sold out of PennyMac Financial (PFSI) in Q4 2025, closing a stake of 379 shares — an estimated $47.6K sold.

TD Waterhouse Canada first reported a position in PFSI in Q4 2023 and held it in 6 quarters. The position peaked at $222K in Q4 2023. 263 funds tracked by Wall St. Rank hold PFSI as of Q4 2025.

  • TD Waterhouse Canada reported no remaining PennyMac Financial position as of Q4 2025 after selling out during the quarter.
  • TD Waterhouse Canada sold 379 PennyMac Financial shares in Q4 2025, an estimated $47.6K.
  • TD Waterhouse Canada first reported a position in PennyMac Financial in Q4 2023 and held it in 6 quarters.
  • TD Waterhouse Canada's PennyMac Financial position peaked at $222K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2025.

Based on TD Waterhouse Canada's 13F filing for Q4 2025, filed 27 Jan 2026.