TI
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Tidal Investments’s PennyMac Financial PFSI Stock Holding History

Tidal 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
2025
Q2 		– Sell
-6,215
Closed -$622K – 2032
2025
Q1 		$622K Sell
6,215
-8,161
-57% -$837K 0.01% 1214
2024
Q4 		$1.47M Sell
14,376
-710
-5% -$74.2K 0.01% 833
2024
Q3 		$1.72M Buy
15,086
+8,078
+115% +$827K 0.02% 737
2024
Q2 		$663K Buy
+7,008
New +$634K 0.01% 1135

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tidal Investments's PFSI Position: Q2 2025 in Review

Tidal Investments sold out of PennyMac Financial (PFSI) in Q2 2025, closing a stake of 6,215 shares — an estimated $622K sold.

Tidal Investments first reported a position in PFSI in Q2 2024 and held it in 4 quarters. The position peaked at $1.72M in Q3 2024. 219 funds tracked by Wall St. Rank hold PFSI as of Q2 2025.

  • Tidal Investments reported no remaining PennyMac Financial position as of Q2 2025 after selling out during the quarter.
  • Tidal Investments sold 6,215 PennyMac Financial shares in Q2 2025, an estimated $622K.
  • Tidal Investments first reported a position in PennyMac Financial in Q2 2024 and held it in 4 quarters.
  • Tidal Investments's PennyMac Financial position peaked at $1.72M in Q3 2024.
  • 219 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2025.

Based on Tidal Investments's 13F filing for Q2 2025, filed 14 Aug 2025.