TC
PFSI icon

TwinBeech Capital’s PennyMac Financial PFSI Stock Holding History

TwinBeech Capital’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
-27,325
Closed -$3.6M – 768
2025
Q4 		$3.6M Buy
+27,325
New +$3.48M 0.26% 119
2025
Q3 		– Sell
-2,164
Closed -$216K – 768
2025
Q2 		$216K Buy
+2,164
New +$210K ﹤0.01% 586
2024
Q2 		– Sell
-2,232
Closed -$203K – 735
2024
Q1 		$203K Buy
+2,232
New +$195K ﹤0.01% 502
2022
Q4 		– Sell
-97,959
Closed -$4.2M – 883
2022
Q3 		$4.2M Buy
97,959
+68,925
+237% +$3.6M 0.11% 222
2022
Q2 		$1.27M Buy
+29,034
New +$1.37M 0.06% 285
2021
Q4 		– Sell
-35,914
Closed -$2.19M – 753
2021
Q3 		$2.19M Buy
+35,914
New +$2.28M 0.15% 203
2021
Q1 		– Sell
-5,350
Closed -$351K – 624
2020
Q4 		$351K Sell
5,350
-10,889
-67% -$648K 0.06% 345
2020
Q3 		$944K Buy
+16,239
New +$805K 0.2% 147

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

TwinBeech Capital's PFSI Position: Q1 2026 in Review

TwinBeech Capital sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 27,325 shares — an estimated $3.6M sold.

TwinBeech Capital first reported a position in PFSI in Q3 2020 and held it in 8 quarters. The position peaked at $4.2M in Q3 2022. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • TwinBeech Capital reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • TwinBeech Capital sold 27,325 PennyMac Financial shares in Q1 2026, an estimated $3.6M.
  • TwinBeech Capital first reported a position in PennyMac Financial in Q3 2020 and held it in 8 quarters.
  • TwinBeech Capital's PennyMac Financial position peaked at $4.2M in Q3 2022.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.