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Tortoise Investment Management’s PennyMac Financial PFSI Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-3
Closed -$372 – 1102
2025
Q3 		$372 Buy
3
+2
+200% +$216 ﹤0.01% 1234
2025
Q2 		$100 Buy
+1
New +$97 ﹤0.01% 1273

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 $153B AUM 38.14% 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 $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tortoise Investment Management's PFSI Position: Q4 2025 in Review

Tortoise Investment Management sold out of PennyMac Financial (PFSI) in Q4 2025, closing a stake of 3 shares — an estimated $372 sold.

Tortoise Investment Management first reported a position in PFSI in Q2 2025 and held it in 2 quarters. The position peaked at $372 in Q3 2025. 264 funds tracked by Wall St. Rank hold PFSI as of Q4 2025.

  • Tortoise Investment Management reported no remaining PennyMac Financial position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 PennyMac Financial shares in Q4 2025, an estimated $372.
  • Tortoise Investment Management first reported a position in PennyMac Financial in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's PennyMac Financial position peaked at $372 in Q3 2025.
  • 264 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.