Jim Simons’s PennyMac Financial PFSI Stock Holding History

Jim Simons’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	-32,400	Closed	-$4.27M	–	3584
2025 Q4	$4.27M	Buy	32,400 +13,300	+70%	+$1.69M	0.01%	1394
2025 Q3	$2.37M	Sell	19,100 -50,100	-72%	-$5.42M	﹤0.01%	1960
2025 Q2	$6.9M	Buy	69,200 +33,100	+92%	+$3.21M	0.01%	1314
2025 Q1	$3.61M	Buy	36,100 +23,300	+182%	+$2.39M	0.01%	1624
2024 Q4	$1.31M	Buy	+12,800	New	+$1.34M	﹤0.01%	2328
2024 Q2	–	Sell	-10,800	Closed	-$984K	–	3854
2024 Q1	$984K	Buy	+10,800	New	+$944K	﹤0.01%	2498
2022 Q4	–	Sell	-7,600	Closed	-$326K	–	4326
2022 Q3	$326K	Sell	7,600 -55,200	-88%	-$2.89M	﹤0.01%	3172
2022 Q2	$2.75M	Sell	62,800 -436,000	-87%	-$20.6M	﹤0.01%	1964
2022 Q1	$26.5M	Buy	498,800 +59,300	+13%	+$3.58M	0.03%	605
2021 Q4	$30.7M	Sell	439,500 -26,500	-6%	-$1.75M	0.04%	508
2021 Q3	$28.5M	Buy	466,000 +225,200	+94%	+$14.3M	0.04%	516
2021 Q2	$14.9M	Buy	240,800 +147,324	+158%	+$8.95M	0.02%	924
2021 Q1	$6.25M	Sell	93,476 -252,124	-73%	-$15.6M	0.01%	1515
2020 Q4	$22.7M	Sell	345,600 -118,300	-26%	-$7.04M	0.02%	696
2020 Q3	$27M	Sell	463,900 -249,122	-35%	-$12.3M	0.03%	601
2020 Q2	$29.8M	Sell	713,022 -259,927	-27%	-$8.23M	0.03%	617
2020 Q1	$21.5M	Sell	972,949 -30,744	-3%	-$990K	0.02%	732
2019 Q4	$34.2M	Buy	1,003,693 +421,693	+72%	+$13.7M	0.03%	710
2019 Q3	$17.7M	Buy	582,000 +523,900	+902%	+$14.1M	0.02%	1032
2019 Q2	$1.29M	Sell	58,100 -10,245	-15%	-$228K	﹤0.01%	2570
2019 Q1	$1.52M	Buy	+68,345	New	+$1.5M	﹤0.01%	2465
2018 Q4	–	Sell	-92,900	Closed	-$1.94M	–	3549
2018 Q3	$1.94M	Sell	92,900 -127,912	-58%	-$2.65M	﹤0.01%	2292
2018 Q2	$4.34M	Sell	220,812 -17,030	-7%	-$355K	﹤0.01%	1878
2018 Q1	$5.39M	Buy	237,842 +124,442	+110%	+$2.9M	0.01%	1770
2017 Q4	$2.53M	Buy	+113,400	New	+$2.23M	﹤0.01%	2200
2017 Q3	–	Sell	-78,700	Closed	-$1.31M	–	3320
2017 Q2	$1.31M	Sell	78,700 -151,707	-66%	-$2.51M	﹤0.01%	2469
2017 Q1	$3.93M	Sell	230,407 -247,293	-52%	-$4.28M	0.01%	1837
2016 Q4	$7.95M	Buy	477,700 +233,000	+95%	+$3.96M	0.01%	1385
2016 Q3	$4.16M	Buy	244,700 +58,200	+31%	+$883K	0.01%	1719
2016 Q2	$2.33M	Sell	186,500 -26,500	-12%	-$344K	﹤0.01%	2115
2016 Q1	$2.5M	Buy	213,000 +97,300	+84%	+$1.17M	﹤0.01%	2074
2015 Q4	$1.78M	Buy	115,700 +23,900	+26%	+$386K	﹤0.01%	2188
2015 Q3	$1.47M	Buy	91,800 +10,832	+13%	+$188K	﹤0.01%	2176
2015 Q2	$1.47M	Buy	80,968 +48,468	+149%	+$883K	﹤0.01%	2249
2015 Q1	$552K	Buy	32,500 +9,600	+42%	+$171K	﹤0.01%	2560
2014 Q4	$396K	Sell	22,900 -8,000	-26%	-$128K	﹤0.01%	2502
2014 Q3	$453K	Sell	30,900 -25,700	-45%	-$392K	﹤0.01%	2343
2014 Q2	$860K	Buy	+56,600	New	+$904K	﹤0.01%	2119

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jim Simons's PFSI Position: Q1 2026 in Review

Jim Simons sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 32,400 shares — an estimated $4.27M sold.

Jim Simons first reported a position in PFSI in Q2 2014 and held it in 38 quarters. The position peaked at $34.2M in Q4 2019. 233 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

Jim Simons reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 32,400 PennyMac Financial shares in Q1 2026, an estimated $4.27M.
Jim Simons first reported a position in PennyMac Financial in Q2 2014 and held it in 38 quarters.
Jim Simons's PennyMac Financial position peaked at $34.2M in Q4 2019.
233 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.