YIH
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Y-Intercept (HK)’s PennyMac Financial PFSI Stock Holding History

Y-Intercept (HK)’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 		$3.12M Sell
35,783
-7,822
-18% -$680K 0.06% 462
2026
Q1 		$3.81M Buy
43,605
+29,557
+210% +$3.18M 0.07% 432
2025
Q4 		$1.85M Sell
14,048
-2,344
-14% -$299K 0.04% 660
2025
Q3 		$2.03M Sell
16,392
-19,956
-55% -$2.16M 0.05% 595
2025
Q2 		$3.62M Buy
36,348
+29,408
+424% +$2.85M 0.09% 343
2025
Q1 		$695K Buy
+6,940
New +$712K 0.05% 555
2024
Q3 		– Sell
-3,966
Closed -$375K – 1684
2024
Q2 		$375K Sell
3,966
-2,217
-36% -$201K 0.02% 942
2024
Q1 		$563K Buy
+6,183
New +$540K 0.04% 654
2023
Q2 		– Sell
-7,510
Closed -$448K – 1616
2023
Q1 		$448K Buy
+7,510
New +$465K 0.05% 590
2022
Q4 		– Sell
-9,762
Closed -$419K – 1270
2022
Q3 		$419K Buy
+9,762
New +$510K 0.04% 603
2021
Q2 		– Sell
-3,342
Closed -$224K – 828
2021
Q1 		$224K Buy
+3,342
New +$207K 0.06% 523

Other funds holding PFSI

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Y-Intercept (HK)'s PFSI Position: Q2 2026 in Review

Y-Intercept (HK) reduced its PennyMac Financial (PFSI) stake by 18% in Q2 2026, selling an estimated $680K and leaving 35,783 shares worth $3.12M. The position accounts for 0.06% of the portfolio, ranked #462.

Y-Intercept (HK) first reported a position in PFSI in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.81M in Q1 2026. 34 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Y-Intercept (HK) held 35,783 shares of PennyMac Financial worth $3.12M as of Q2 2026.
  • Y-Intercept (HK) sold 7,822 PennyMac Financial shares in Q2 2026, an estimated $680K.
  • PennyMac Financial made up 0.06% of Y-Intercept (HK)'s portfolio in Q2 2026, its #462 holding.
  • Y-Intercept (HK) first reported a position in PennyMac Financial in Q1 2021 and has held it in 11 quarters since.
  • Y-Intercept (HK)'s PennyMac Financial position peaked at $3.81M in Q1 2026.
  • 34 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.