WG
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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
Q2 		$200K Sell
2,300
-3,100
-57% -$270K 0.01% 1020
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

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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RCMNY
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

Winton Group's PFSI Position: Q2 2026 in Review

Winton Group reduced its PennyMac Financial (PFSI) stake by 57% in Q2 2026, selling an estimated $270K and leaving 2,300 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #1020.

Winton Group first reported a position in PFSI in Q3 2020 and has held it in 14 quarters since. The position peaked at $5.98M in Q3 2020. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Winton Group held 2,300 shares of PennyMac Financial worth $200K as of Q2 2026.
  • Winton Group sold 3,100 PennyMac Financial shares in Q2 2026, an estimated $270K.
  • PennyMac Financial made up 0.01% of Winton Group's portfolio in Q2 2026, its #1020 holding.
  • Winton Group first reported a position in PennyMac Financial in Q3 2020 and has held it in 14 quarters since.
  • Winton Group's PennyMac Financial position peaked at $5.98M in Q3 2020.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.