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Lee Ainslie’s PennyMac Financial PFSI Stock Holding History

Lee Ainslie’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
2025
Q3 		– Sell
-8,073
Closed -$804K – 301
2025
Q2 		$804K Hold
8,073
– – 0.01% 186
2025
Q1 		$808K Buy
8,073
+4,849
+150% +$497K 0.01% 149
2024
Q4 		$329K Sell
3,224
-9,574
-75% -$1M 0.01% 172
2024
Q3 		$1.46M Sell
12,798
-106
-0.8% -$10.9K 0.03% 167
2024
Q2 		$1.22M Buy
12,904
+9,357
+264% +$847K 0.02% 189
2024
Q1 		$323K Buy
3,547
+568
+19% +$49.6K 0.01% 333
2023
Q4 		$263K Buy
+2,979
New +$224K 0.01% 299
2023
Q3 		– Sell
-5,749
Closed -$404K – 451
2023
Q2 		$404K Sell
5,749
-2,380
-29% -$151K 0.01% 285
2023
Q1 		$485K Buy
8,129
+661
+9% +$40.9K 0.01% 275
2022
Q4 		$423K Buy
7,468
+1,873
+33% +$99.2K 0.01% 212
2022
Q3 		$240K Buy
+5,595
New +$292K 0.01% 283
2022
Q1 		– Sell
-1,900
Closed -$133K – 336
2021
Q4 		$133K Sell
1,900
-5,492
-74% -$362K ﹤0.01% 130
2021
Q3 		$452K Sell
7,392
-5,197
-41% -$330K ﹤0.01% 448
2021
Q2 		$777K Buy
12,589
+2,884
+30% +$175K 0.01% 344
2021
Q1 		$649K Buy
9,705
+4,767
+97% +$296K 0.01% 352
2020
Q4 		$324K Buy
+4,938
New +$294K 0.01% 445

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Ainslie's PFSI Position: Q3 2025 in Review

Lee Ainslie sold out of PennyMac Financial (PFSI) in Q3 2025, closing a stake of 8,073 shares — an estimated $804K sold.

Lee Ainslie first reported a position in PFSI in Q4 2020 and held it in 16 quarters. The position peaked at $1.46M in Q3 2024. 230 funds tracked by Wall St. Rank hold PFSI as of Q3 2025.

  • Lee Ainslie reported no remaining PennyMac Financial position as of Q3 2025 after selling out during the quarter.
  • Lee Ainslie sold 8,073 PennyMac Financial shares in Q3 2025, an estimated $804K.
  • Lee Ainslie first reported a position in PennyMac Financial in Q4 2020 and held it in 16 quarters.
  • Lee Ainslie's PennyMac Financial position peaked at $1.46M in Q3 2024.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2025.

Based on Maverick Capital's 13F filing for Q3 2025, filed 14 Nov 2025.