Cliff Asness's PFSI Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 50,974 shares of PennyMac Financial Services, Inc. (PFSI) worth $4.46 M, representing 0.00% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in PFSI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2019, adding 36,108 shares. Largest reduction occurred in Q1 2020, reducing 24,507 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's PennyMac Financial Services (PFSI) Holding Value Over Time
Track share changes against reported price movement
Quarterly PennyMac Financial Services (PFSI) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +29,158 | Add 133.65% | 50,974 | $87.40 |
| Q4 2025 | +3,166 | Add 16.98% | 21,816 | $131.84 |
| Q3 2025 | +3,701 | Add 24.76% | 18,650 | $123.88 |
| Q2 2025 | -9,063 | Reduce 37.74% | 14,949 | $99.64 |
| Q1 2025 | +875 | Add 3.78% | 24,012 | $100.11 |
| Q4 2024 | -4,651 | Reduce 16.74% | 23,137 | $102.14 |
| Q3 2024 | +14,845 | Add 114.70% | 27,788 | $113.97 |
| Q2 2024 | -11,919 | Reduce 47.94% | 12,943 | $94.60 |
| Q1 2024 | +882 | Add 3.68% | 24,862 | $91.09 |
| Q4 2023 | -3,259 | Reduce 11.96% | 23,980 | $88.37 |
| Q3 2023 | +102 | Add 0.38% | 27,239 | $66.60 |
| Q2 2023 | -3,796 | Reduce 12.27% | 27,137 | $70.31 |
| Q1 2023 | -5,248 | Reduce 14.50% | 30,933 | $59.61 |
| Q4 2022 | -5,473 | Reduce 13.14% | 36,181 | $56.66 |
| Q3 2022 | -1,439 | Reduce 3.34% | 41,654 | $42.90 |
| Q2 2022 | -7,497 | Reduce 14.82% | 43,093 | $43.72 |
| Q1 2022 | -6,488 | Reduce 11.37% | 50,590 | $53.19 |
| Q4 2021 | -9,620 | Reduce 14.42% | 57,078 | $69.78 |
| Q3 2021 | -2,581 | Reduce 3.73% | 66,698 | $61.13 |
| Q2 2021 | -7,421 | Reduce 9.68% | 69,279 | $61.72 |
| Q1 2021 | +14,519 | Add 23.35% | 76,700 | $66.87 |
| Q4 2020 | -18,747 | Reduce 23.17% | 62,181 | $65.61 |
| Q3 2020 | +12,629 | Add 18.49% | 80,928 | $58.13 |
| Q2 2020 | -5,408 | Reduce 7.34% | 68,299 | $41.79 |
| Q1 2020 | -24,507 | Reduce 24.95% | 73,707 | $22.11 |
| Q4 2019 | +36,108 | Add 58.14% | 98,214 | $34.04 |
| Q3 2019 | +62,106 | New Buy | 62,106 | $30.38 |
Cliff Asness's PennyMac Financial Services Investment FAQs
Cliff Asness first purchased PennyMac Financial Services, Inc. (PFSI) in Q3 2019, acquiring 62,106 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held PennyMac Financial Services, Inc. (PFSI) for 27 quarters since Q3 2019.
Cliff Asness's largest addition to PennyMac Financial Services, Inc. (PFSI) was in Q3 2019, adding 62,106 shares worth $1.89 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 50,974 shares of PennyMac Financial Services, Inc. (PFSI), valued at approximately $4.46 M.
As of the Q1 2026 filing, PennyMac Financial Services, Inc. (PFSI) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in PennyMac Financial Services, Inc. (PFSI) was 98,214 shares, as reported at the end of Q4 2019.