Ray Dalio
PFSI icon

Ray Dalio’s PennyMac Financial PFSI Stock Holding History

Ray Dalio’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 $4.77B AUM 72.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ray Dalio's PFSI Position: Q1 2026 in Review

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

Ray Dalio first reported a position in PFSI in Q1 2023 and held it in 3 quarters. The position peaked at $742K in Q3 2025. 233 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Ray Dalio reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 5,268 PennyMac Financial shares in Q1 2026, an estimated $695K.
  • Ray Dalio first reported a position in PennyMac Financial in Q1 2023 and held it in 3 quarters.
  • Ray Dalio's PennyMac Financial position peaked at $742K in Q3 2025.
  • 233 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.