Police & Firemen's Retirement System of New Jersey PFSI — PENNYMAC FINANCIAL SERVICES

Ownership history in Police & Firemen's Retirement System of New Jersey  ·  6 quarters on record

AI Ownership Summary

Police & Firemen's Retirement System of New Jersey reported PENNYMAC FINANCIAL SERVICES (PFSI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows PFSI at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PFSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Police & Firemen's Retirement System of New Jersey's position in PENNYMAC FINANCIAL SERVICES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PFSI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PFSI stock page Police & Firemen's Retirement System of New Jersey fund profile Police & Firemen's Retirement System of New Jersey full holdings
How Police & Firemen's Retirement System of New Jersey held PFSI — position size vs. price
% of Fund (quarterly)    PFSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 8,855 +822 +10.2% 0.01% $771K 2026-07-23 $82.29
2026 Q1 UNCHANGED — — — 8,033 — 0% 0.01% $702K 2026-04-29 $88.53
2025 Q4 ADDED — — — 8,033 +1,328 +19.8% 0.01% $1.1M 2026-02-13 $91.34
2025 Q2 ADDED — — — 6,705 +1,013 +17.8% 0.01% $668K 2025-08-08 $96.57
2025 Q1 UNCHANGED — — — 5,692 — 0% 0.01% $570K 2025-05-09 $95.78
2024 Q4 INITIATED — — — 5,692 — — 0.01% $581K 2025-02-11 $100.39

🏢 Other funds also holding PFSI

As of 2026 Q3 — sorted by position size

Berman McAleer LLC 0.04% Y-Intercept (Hong Kong) Ltd 3Y 0.03% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.0% True Wealth Design, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Planning Strategies Inc. 0.0% Marquette Asset Management, LLC 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% Fortitude Family Office, LLC 0.0%

FAQ About Police & Firemen's Retirement System of New Jersey and PFSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Police & Firemen's Retirement System of New Jersey reported owning PFSI?

Police & Firemen's Retirement System of New Jersey reported PFSI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported PFSI position in Police & Firemen's Retirement System of New Jersey's portfolio?

The largest reported portfolio weight for PFSI was 0.01% in 2025 Q4.

What is the latest reported PFSI position on this page?

The most recent filing on this page is 2026 Q2, when Police & Firemen's Retirement System of New Jersey reported 8,855 shares, equal to 0.01% of portfolio, with an estimated market value of $771K.

What does the chart on this PFSI ownership page compare?

The chart compares Police & Firemen's Retirement System of New Jersey's quarterly PFSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Police & Firemen's Retirement System of New Jersey time their PFSI position?

Based on 13F filing dates vs. subsequent PFSI price moves, Police & Firemen's Retirement System of New Jersey correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on PFSI relative to SPY over the holding period was +681.6%.

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