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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
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 $4.77B 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

Vise Technologies's PFSI Position: Q1 2026 in Review

Vise Technologies held its PennyMac Financial (PFSI) position steady in Q1 2026 at 5,563 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #695.

Vise Technologies first reported a position in PFSI in Q1 2022 and has held it in 16 quarters since. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Vise Technologies held 5,563 shares of PennyMac Financial worth $733K as of Q1 2026.
  • Vise Technologies left its PennyMac Financial share count unchanged in Q1 2026.
  • PennyMac Financial made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #695 holding.
  • Vise Technologies first reported a position in PennyMac Financial in Q1 2022 and has held it in 16 quarters since.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.