Zurich Cantonal Bank’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 | $1.58M | Buy |
18,044
+7,699
| +74% | +$828K | ﹤0.01% | 1166 |
|
|
2025
Q4 | $1.36M | Buy |
10,345
+372
| +4% | +$47.4K | ﹤0.01% | 1161 |
|
|
2025
Q3 | $1.24M | Buy |
9,973
+569
| +6% | +$61.6K | ﹤0.01% | 1163 |
|
|
2025
Q2 | $937K | Buy |
9,404
+1,232
| +15% | +$119K | ﹤0.01% | 1268 |
|
|
2025
Q1 | $818K | Hold |
8,172
| – | – | ﹤0.01% | 1282 |
|
|
2024
Q4 | $835K | Sell |
8,172
-1,382
| -14% | -$145K | ﹤0.01% | 1299 |
|
|
2024
Q3 | $1.09M | Hold |
9,554
| – | – | ﹤0.01% | 1083 |
|
|
2024
Q2 | $904K | Buy |
9,554
+935
| +11% | +$84.6K | ﹤0.01% | 1124 |
|
|
2024
Q1 | $785K | Sell |
8,619
-595
| -6% | -$52K | ﹤0.01% | 1195 |
|
|
2023
Q4 | $814K | Buy |
9,214
+1,138
| +14% | +$85.5K | ﹤0.01% | 1187 |
|
|
2023
Q3 | $538K | Buy |
8,076
+944
| +13% | +$67.9K | ﹤0.01% | 1354 |
|
|
2023
Q2 | $501K | Buy |
7,132
+1,186
| +20% | +$75.1K | ﹤0.01% | 1348 |
|
|
2023
Q1 | $354K | Sell |
5,946
-55
| -0.9% | -$3.4K | ﹤0.01% | 1508 |
|
|
2022
Q4 | $340K | Sell |
6,001
-120
| -2% | -$6.36K | ﹤0.01% | 1488 |
|
|
2022
Q3 | $263K | Buy |
6,121
+1,091
| +22% | +$57K | ﹤0.01% | 1588 |
|
|
2022
Q2 | $220K | Sell |
5,030
-1,767
| -26% | -$83.5K | ﹤0.01% | 1732 |
|
|
2022
Q1 | $362K | Hold |
6,797
| – | – | ﹤0.01% | 1543 |
|
|
2021
Q4 | $474K | Buy |
6,797
+1,392
| +26% | +$91.9K | ﹤0.01% | 1472 |
|
|
2021
Q3 | $330K | Hold |
5,405
| – | – | ﹤0.01% | 1569 |
|
|
2021
Q2 | $334K | Sell |
5,405
-3,658
| -40% | -$222K | ﹤0.01% | 1477 |
|
|
2021
Q1 | $606K | Sell |
9,063
-1,771
| -16% | -$110K | ﹤0.01% | 1103 |
|
|
2020
Q4 | $711K | Buy |
10,834
+3,565
| +49% | +$212K | ﹤0.01% | 1097 |
|
|
2020
Q3 | $422K | Hold |
7,269
| – | – | ﹤0.01% | 1163 |
|
|
2020
Q2 | $304K | Sell |
7,269
-67
| -0.9% | -$2.12K | ﹤0.01% | 1269 |
|
|
2020
Q1 | $162K | Buy |
7,336
+3,236
| +79% | +$104K | ﹤0.01% | 1324 |
|
|
2019
Q4 | $140K | Buy |
4,100
+628
| +18% | +$20.4K | ﹤0.01% | 1522 |
|
|
2019
Q3 | $105K | Buy |
3,472
+526
| +18% | +$14.2K | ﹤0.01% | 1594 |
|
|
2019
Q2 | $65K | Buy |
+2,946
| New | +$65.6K | ﹤0.01% | 1899 |
|
Other funds holding PFSI
MP
VPM
DSC
VCM
