Truist Financial
PFSI icon

Truist Financial’s PennyMac Financial PFSI Stock Holding History

Truist Financial’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
-5,330
Closed -$703K – 2884
2025
Q4 		$703K Sell
5,330
-1,413
-21% -$180K ﹤0.01% 1850
2025
Q3 		$835K Buy
+6,743
New +$730K ﹤0.01% 1764
2022
Q2 		– Sell
-7,074
Closed -$377K – 2743
2022
Q1 		$377K Sell
7,074
-62
-0.9% -$3.75K ﹤0.01% 2167
2021
Q4 		$498K Buy
+7,136
New +$471K ﹤0.01% 2023
2021
Q2 		– Sell
-16,552
Closed -$1.11M – 2783
2021
Q1 		$1.11M Sell
16,552
-3,378
-17% -$210K ﹤0.01% 1531
2020
Q4 		$1.31M Buy
19,930
+4,622
+30% +$275K ﹤0.01% 1352
2020
Q3 		$890K Buy
+15,308
New +$759K ﹤0.01% 1424
2020
Q1 		– Sell
-23,972
Closed -$816K – 2536
2019
Q4 		$816K Buy
+23,972
New +$778K ﹤0.01% 1549

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Truist Financial's PFSI Position: Q1 2026 in Review

Truist Financial sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 5,330 shares — an estimated $703K sold.

Truist Financial first reported a position in PFSI in Q4 2019 and held it in 8 quarters. The position peaked at $1.31M in Q4 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Truist Financial reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Truist Financial sold 5,330 PennyMac Financial shares in Q1 2026, an estimated $703K.
  • Truist Financial first reported a position in PennyMac Financial in Q4 2019 and held it in 8 quarters.
  • Truist Financial's PennyMac Financial position peaked at $1.31M in Q4 2020.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.