Vanguard Personalized Indexing Management’s PennyMac Financial PFSI Stock Holding History

Vanguard Personalized Indexing 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
2026 Q2	$293K	Sell	3,362 -1,661	-33%	-$144K	﹤0.01%	1715
2026 Q1	$439K	Buy	5,023 +404	+9%	+$43.4K	﹤0.01%	1382
2025 Q4	$609K	Buy	4,619 +196	+4%	+$25K	0.01%	1151
2025 Q3	$548K	Buy	4,423 +749	+20%	+$81K	0.01%	1204
2025 Q2	$366K	Buy	+3,674	New	+$356K	﹤0.01%	1352
2024 Q4	–	Sell	-1,856	Closed	-$211K	–	1856
2024 Q3	$211K	Buy	+1,856	New	+$190K	﹤0.01%	1508

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Personalized Indexing Management's PFSI Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its PennyMac Financial (PFSI) stake by 33% in Q2 2026, selling an estimated $144K and leaving 3,362 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Vanguard Personalized Indexing Management first reported a position in PFSI in Q3 2024 and has held it in 6 quarters since. The position peaked at $609K in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Vanguard Personalized Indexing Management held 3,362 shares of PennyMac Financial worth $293K as of Q2 2026.
Vanguard Personalized Indexing Management sold 1,661 PennyMac Financial shares in Q2 2026, an estimated $144K.
PennyMac Financial made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1715 holding.
Vanguard Personalized Indexing Management first reported a position in PennyMac Financial in Q3 2024 and has held it in 6 quarters since.
Vanguard Personalized Indexing Management's PennyMac Financial position peaked at $609K in Q4 2025.
230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.