Webster Bank’s PennyMac Financial PFSI Stock Holding History

Webster Bank’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
2024 Q4	–	Sell	-100	Closed	-$11.4K	–	586
2024 Q3	$11.4K	Hold	100	–	–	﹤0.01%	476
2024 Q2	$9.46K	Hold	100	–	–	﹤0.01%	490
2024 Q1	$9.11K	Hold	100	–	–	﹤0.01%	482
2023 Q4	$8.84K	Hold	100	–	–	﹤0.01%	494
2023 Q3	$6.66K	Hold	100	–	–	﹤0.01%	492
2023 Q2	$7.03K	Hold	100	–	–	﹤0.01%	483
2023 Q1	$5.96K	Hold	100	–	–	﹤0.01%	509
2022 Q4	$6K	Hold	100	–	–	﹤0.01%	482
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	502
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	499
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	507
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	507
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	494
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	486
2021 Q1	$7K	Hold	100	–	–	﹤0.01%	481
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	472
2020 Q3	$6K	Buy	+100	New	+$4.96K	﹤0.01%	456

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Webster Bank's PFSI Position: Q4 2024 in Review

Webster Bank sold out of PennyMac Financial (PFSI) in Q4 2024, closing a stake of 100 shares — an estimated $11.4K sold.

Webster Bank first reported a position in PFSI in Q3 2020 and held it in 17 quarters. The position peaked at $11.4K in Q3 2024. 206 funds tracked by Wall St. Rank hold PFSI as of Q4 2024.

Webster Bank reported no remaining PennyMac Financial position as of Q4 2024 after selling out during the quarter.
Webster Bank sold 100 PennyMac Financial shares in Q4 2024, an estimated $11.4K.
Webster Bank first reported a position in PennyMac Financial in Q3 2020 and held it in 17 quarters.
Webster Bank's PennyMac Financial position peaked at $11.4K in Q3 2024.
206 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2024.

Based on Webster Bank's 13F filing for Q4 2024, filed 22 Jan 2025.