Wells Fargo’s PennyMac Financial PFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.07M | Sell |
12,291
-28,702
| -70% | -$3.09M | ﹤0.01% | 3698 |
|
|
2025
Q4 | $5.4M | Buy |
40,993
+10,930
| +36% | +$1.39M | ﹤0.01% | 2606 |
|
|
2025
Q3 | $3.72M | Buy |
30,063
+7,269
| +32% | +$786K | ﹤0.01% | 2820 |
|
|
2025
Q2 | $2.27M | Buy |
22,794
+3,563
| +19% | +$345K | ﹤0.01% | 3134 |
|
|
2025
Q1 | $1.93M | Sell |
19,231
-6,934
| -27% | -$711K | ﹤0.01% | 3185 |
|
|
2024
Q4 | $2.67M | Sell |
26,165
-2,022
| -7% | -$211K | ﹤0.01% | 2966 |
|
|
2024
Q3 | $3.21M | Sell |
28,187
-492
| -2% | -$50.4K | ﹤0.01% | 2702 |
|
|
2024
Q2 | $2.71M | Buy |
28,679
+12,356
| +76% | +$1.12M | ﹤0.01% | 2736 |
|
|
2024
Q1 | $1.49M | Buy |
16,323
+7,216
| +79% | +$631K | ﹤0.01% | 3192 |
|
|
2023
Q4 | $805K | Sell |
9,107
-522
| -5% | -$39.2K | ﹤0.01% | 3575 |
|
|
2023
Q3 | $641K | Sell |
9,629
-5,944
| -38% | -$427K | ﹤0.01% | 3606 |
|
|
2023
Q2 | $1.09M | Buy |
15,573
+6,950
| +81% | +$440K | ﹤0.01% | 3408 |
|
|
2023
Q1 | $514K | Sell |
8,623
-7,911
| -48% | -$490K | ﹤0.01% | 3828 |
|
|
2022
Q4 | $937K | Buy |
16,534
+597
| +4% | +$31.6K | ﹤0.01% | 3281 |
|
|
2022
Q3 | $684K | Sell |
15,937
-323
| -2% | -$16.9K | ﹤0.01% | 3486 |
|
|
2022
Q2 | $710K | Sell |
16,260
-26,282
| -62% | -$1.24M | ﹤0.01% | 3522 |
|
|
2022
Q1 | $2.26M | Sell |
42,542
-35,824
| -46% | -$2.17M | ﹤0.01% | 3181 |
|
|
2021
Q4 | $5.47M | Sell |
78,366
-2,387
| -3% | -$158K | ﹤0.01% | 2482 |
|
|
2021
Q3 | $4.94M | Sell |
80,753
-16,945
| -17% | -$1.08M | ﹤0.01% | 2845 |
|
|
2021
Q2 | $6.03M | Sell |
97,698
-49,027
| -33% | -$2.98M | ﹤0.01% | 2693 |
|
|
2021
Q1 | $9.81M | Sell |
146,725
-19,359
| -12% | -$1.2M | ﹤0.01% | 2212 |
|
|
2020
Q4 | $10.9M | Sell |
166,084
-183,559
| -52% | -$10.9M | ﹤0.01% | 2015 |
|
|
2020
Q3 | $20.3M | Buy |
349,643
+182,444
| +109% | +$9.04M | 0.01% | 1402 |
|
|
2020
Q2 | $6.99M | Buy |
167,199
+60,550
| +57% | +$1.92M | ﹤0.01% | 2151 |
|
|
2020
Q1 | $2.36M | Sell |
106,649
-18,811
| -15% | -$605K | ﹤0.01% | 2852 |
|
|
2019
Q4 | $4.27M | Buy |
125,460
+73,638
| +142% | +$2.39M | ﹤0.01% | 2697 |
|
|
2019
Q3 | $1.57M | Buy |
51,822
+9,308
| +22% | +$251K | ﹤0.01% | 3521 |
|
|
2019
Q2 | $944K | Buy |
42,514
+8,847
| +26% | +$197K | ﹤0.01% | 3905 |
|
|
2019
Q1 | $749K | Sell |
33,667
-1,041
| -3% | -$22.8K | ﹤0.01% | 4078 |
|
|
2018
Q4 | $738K | Sell |
34,708
-45,155
| -57% | -$924K | ﹤0.01% | 4074 |
|
|
2018
Q3 | $1.67M | Sell |
79,863
-38,098
| -32% | -$789K | ﹤0.01% | 3559 |
|
|
2018
Q2 | $2.32M | Buy |
117,961
+2,159
| +2% | +$45K | ﹤0.01% | 3349 |
|
|
2018
Q1 | $2.62M | Sell |
115,802
-8,946
| -7% | -$208K | ﹤0.01% | 3160 |
|
|
2017
Q4 | $2.79M | Buy |
124,748
+46,723
| +60% | +$920K | ﹤0.01% | 3109 |
|
|
2017
Q3 | $1.39M | Sell |
78,025
-22,632
| -22% | -$390K | ﹤0.01% | 3596 |
|
|
2017
Q2 | $1.68M | Buy |
100,657
+12,778
| +15% | +$211K | ﹤0.01% | 3340 |
|
|
2017
Q1 | $1.5M | Buy |
87,879
+71,724
| +444% | +$1.24M | ﹤0.01% | 3440 |
|
|
2016
Q4 | $269K | Buy |
16,155
+8,071
| +100% | +$137K | ﹤0.01% | 4599 |
|
|
2016
Q3 | $137K | Sell |
8,084
-600
| -7% | -$9.1K | ﹤0.01% | 4714 |
|
|
2016
Q2 | $109K | Buy |
8,684
+3,152
| +57% | +$40.9K | ﹤0.01% | 4772 |
|
|
2016
Q1 | $65K | Sell |
5,532
-16,652
| -75% | -$200K | ﹤0.01% | 5110 |
|
|
2015
Q4 | $341K | Buy |
22,184
+17,055
| +333% | +$276K | ﹤0.01% | 4134 |
|
|
2015
Q3 | $82K | Buy |
5,129
+166
| +3% | +$2.88K | ﹤0.01% | 5030 |
|
|
2015
Q2 | $90K | Sell |
4,963
-140,598
| -97% | -$2.56M | ﹤0.01% | 5116 |
|
|
2015
Q1 | $2.47M | Buy |
145,561
+3,012
| +2% | +$53.5K | ﹤0.01% | 2888 |
|
|
2014
Q4 | $2.47M | Sell |
142,549
-10,087
| -7% | -$161K | ﹤0.01% | 2855 |
|
|
2014
Q3 | $2.24M | Sell |
152,636
-165
| -0.1% | -$2.52K | ﹤0.01% | 2928 |
|
|
2014
Q2 | $2.32M | Buy |
152,801
+8,541
| +6% | +$136K | ﹤0.01% | 2907 |
|
|
2014
Q1 | $2.4M | Sell |
144,260
-79,489
| -36% | -$1.38M | ﹤0.01% | 2865 |
|
|
2013
Q4 | $3.93M | Sell |
223,749
-48,664
| -18% | -$842K | ﹤0.01% | 2433 |
|
|
2013
Q3 | $5.12M | Buy |
272,413
+799
| +0.3% | +$15K | ﹤0.01% | 2174 |
|
|
2013
Q2 | $5.78M | Buy |
+271,614
| New | +$5.7M | ﹤0.01% | 2002 |
|
Other funds holding PFSI
MP
VPM
DSC
VCM
Wells Fargo's PFSI Position: Q1 2026 in Review
Wells Fargo reduced its PennyMac Financial (PFSI) stake by 70% in Q1 2026, selling an estimated $3.09M and leaving 12,291 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3698.
Wells Fargo first reported a position in PFSI in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.3M in Q3 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.
- Wells Fargo held 12,291 shares of PennyMac Financial worth $1.07M as of Q1 2026.
- Wells Fargo sold 28,702 PennyMac Financial shares in Q1 2026, an estimated $3.09M.
- PennyMac Financial made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #3698 holding.
- Wells Fargo first reported a position in PennyMac Financial in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's PennyMac Financial position peaked at $20.3M in Q3 2020.
- 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.