Winton Group’s PennyMac Financial PFSI Stock Holding History

Winton Group’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	$472K	Buy	+5,400	New	+$581K	0.02%	728
2023 Q3	–	Sell	-7,186	Closed	-$505K	–	900
2023 Q2	$505K	Sell	7,186 -15,887	-69%	-$1.01M	0.04%	312
2023 Q1	$1.38M	Buy	23,073 +647	+3%	+$40K	0.08%	327
2022 Q4	$1.27M	Sell	22,426 -1,954	-8%	-$103K	0.08%	342
2022 Q3	$1.05M	Sell	24,380 -6,195	-20%	-$324K	0.07%	394
2022 Q2	$1.34M	Buy	30,575 +2,540	+9%	+$120K	0.07%	392
2022 Q1	$1.49M	Buy	28,035 +3,653	+15%	+$221K	0.08%	339
2021 Q4	$1.7M	Buy	24,382 +1,474	+6%	+$97.3K	0.1%	280
2021 Q3	$1.4M	Buy	22,908 +5,062	+28%	+$321K	0.08%	341
2021 Q2	$1.1M	Buy	17,846 +3,451	+24%	+$210K	0.06%	478
2021 Q1	$963K	Buy	14,395 +526	+4%	+$32.6K	0.05%	482
2020 Q4	$910K	Sell	13,869 -88,973	-87%	-$5.29M	0.07%	460
2020 Q3	$5.98M	Buy	+102,842	New	+$5.1M	0.19%	86

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Winton Group's PFSI Position: Q1 2026 in Review

Winton Group opened a new position in PennyMac Financial (PFSI) in Q1 2026: 5,400 shares worth $472K. The stake represents 0.02% of the portfolio and ranks #728 among its holdings. This is a return to the name: Winton Group previously reported a position in PFSI as recently as Q2 2023.

Winton Group first reported a position in PFSI in Q3 2020 and has held it in 13 quarters since. The position peaked at $5.98M in Q3 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

Winton Group held 5,400 shares of PennyMac Financial worth $472K as of Q1 2026.
PennyMac Financial was a new Winton Group position in Q1 2026.
PennyMac Financial made up 0.02% of Winton Group's portfolio in Q1 2026, its #728 holding.
Winton Group first reported a position in PennyMac Financial in Q3 2020 and has held it in 13 quarters since.
Winton Group's PennyMac Financial position peaked at $5.98M in Q3 2020.
231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Winton Group's 13F filing for Q1 2026, filed 12 May 2026.