Vise Technologies
PFSI icon

Vise Technologies’s PennyMac Financial PFSI Stock Holding History

Vise Technologies’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 		$313K Sell
3,591
-1,972
-35% -$172K ﹤0.01% 1424
2026
Q1 		$733K Hold
5,563
– – 0.01% 695
2025
Q4 		$733K Buy
5,563
+1,077
+24% +$137K 0.01% 700
2025
Q3 		$556K Buy
4,486
+645
+17% +$69.8K 0.02% 629
2025
Q2 		$383K Buy
+3,841
New +$372K 0.02% 741
2024
Q4 		$470K Sell
4,597
-1,200
-21% -$125K 0.04% 457
2024
Q3 		$661K Sell
5,797
-1,473
-20% -$151K 0.08% 233
2024
Q2 		$688K Buy
7,270
+2,662
+58% +$241K 0.12% 173
2024
Q1 		$420K Buy
4,608
+435
+10% +$38K 0.08% 236
2023
Q4 		$369K Sell
4,173
-187
-4% -$14K 0.08% 231
2023
Q3 		$290K Sell
4,360
-1,568
-26% -$113K 0.07% 246
2023
Q2 		$417K Sell
5,928
-2,101
-26% -$133K 0.1% 198
2023
Q1 		$479K Sell
8,029
-1,271
-14% -$78.7K 0.13% 171
2022
Q4 		$527K Sell
9,300
-131
-1% -$6.94K 0.16% 140
2022
Q3 		$405K Buy
9,431
+716
+8% +$37.4K 0.15% 163
2022
Q2 		$381K Buy
8,715
+3,520
+68% +$166K 0.15% 163
2022
Q1 		$276K Buy
+5,195
New +$314K 0.1% 180

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
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
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Rubric Capital Management (New York)
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Vise Technologies's PFSI Position: Q2 2026 in Review

Vise Technologies reduced its PennyMac Financial (PFSI) stake by 35% in Q2 2026, selling an estimated $172K and leaving 3,591 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Vise Technologies first reported a position in PFSI in Q1 2022 and has held it in 17 quarters since. The position peaked at $733K in Q1 2026. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Vise Technologies held 3,591 shares of PennyMac Financial worth $313K as of Q2 2026.
  • Vise Technologies sold 1,972 PennyMac Financial shares in Q2 2026, an estimated $172K.
  • PennyMac Financial made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1424 holding.
  • Vise Technologies first reported a position in PennyMac Financial in Q1 2022 and has held it in 17 quarters since.
  • Vise Technologies's PennyMac Financial position peaked at $733K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.