Advisors Preferred’s PennyMac Mortgage Investment PMT Stock Holding History

Advisors Preferred’s Portfolio PMT Stock Details PMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.41M	Buy	+180,242	New	+$1.71M	0.15%	93
2025 Q3	–	Sell	-28,703	Closed	-$373K	–	282
2025 Q2	$373K	Sell	28,703 -19,587	-41%	-$250K	0.06%	131
2025 Q1	$706K	Buy	+48,290	New	+$661K	0.09%	133
2024 Q3	–	Sell	-291,728	Closed	-$3.97M	–	237
2024 Q2	$3.97M	Buy	+291,728	New	+$4.09M	0.69%	37
2024 Q1	–	Sell	-140,333	Closed	-$2.1M	–	261
2023 Q4	$2.1M	Buy	+140,333	New	+$1.88M	0.35%	69
2019 Q4	–	Sell	-5,095	Closed	-$113K	–	304
2019 Q3	$113K	Sell	5,095 -21,971	-81%	-$484K	0.03%	113
2019 Q2	$591K	Buy	+27,066	New	+$574K	0.2%	48

Other funds holding PMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Advisors Preferred's PMT Position: Q3 2026 in Review

Advisors Preferred opened a new position in PennyMac Mortgage Investment (PMT) in Q3 2026: 180,242 shares worth $1.41M. The stake represents 0.15% of the portfolio and ranks #93 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in PMT as recently as Q2 2025.

Advisors Preferred first reported a position in PMT in Q2 2019 and has held it in 7 quarters since. The position peaked at $3.97M in Q2 2024. 105 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

Advisors Preferred held 180,242 shares of PennyMac Mortgage Investment worth $1.41M as of Q3 2026.
PennyMac Mortgage Investment was a new Advisors Preferred position in Q3 2026.
PennyMac Mortgage Investment made up 0.15% of Advisors Preferred's portfolio in Q3 2026, its #93 holding.
Advisors Preferred first reported a position in PennyMac Mortgage Investment in Q2 2019 and has held it in 7 quarters since.
Advisors Preferred's PennyMac Mortgage Investment position peaked at $3.97M in Q2 2024.
105 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.