Universal-Beteiligungs- und Servicegesellschaft
PFSI icon

Universal-Beteiligungs- und Servicegesellschaft’s PennyMac Financial PFSI Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
-1,834
Closed -$242K – 2125
2025
Q4 		$242K Buy
+1,834
New +$234K ﹤0.01% 1930

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 $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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 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 $3.37T AUM 44.26% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's PFSI Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 1,834 shares — an estimated $242K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in PFSI in Q4 2025 and held it in 1 quarter. The position peaked at $242K in Q4 2025. 233 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 1,834 PennyMac Financial shares in Q1 2026, an estimated $242K.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in PennyMac Financial in Q4 2025 and held it in 1 quarter.
  • Universal-Beteiligungs- und Servicegesellschaft's PennyMac Financial position peaked at $242K in Q4 2025.
  • 233 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.