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Bridgewater Associates’s PennyMac Financial PFSI Stock Holding History

Bridgewater Associates’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
Q1 		– Sell
-5,268
Closed -$695K – 1171
2025
Q4 		$695K Sell
5,268
-720
-12% -$91.7K ﹤0.01% 933
2025
Q3 		$742K Buy
+5,988
New +$648K ﹤0.01% 878
2023
Q2 		– Sell
-10,245
Closed -$611K – 757
2023
Q1 		$611K Buy
+10,245
New +$634K ﹤0.01% 622

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bridgewater Associates's PFSI Position: Q1 2026 in Review

Bridgewater Associates sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 5,268 shares — an estimated $695K sold.

Bridgewater Associates first reported a position in PFSI in Q1 2023 and held it in 3 quarters. The position peaked at $742K in Q3 2025. 234 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Bridgewater Associates reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Bridgewater Associates sold 5,268 PennyMac Financial shares in Q1 2026, an estimated $695K.
  • Bridgewater Associates first reported a position in PennyMac Financial in Q1 2023 and held it in 3 quarters.
  • Bridgewater Associates's PennyMac Financial position peaked at $742K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.