AIM
PMT

Aigen Investment Management’s PennyMac Mortgage Investment PMT Stock Holding History

Aigen Investment Management’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
2025
Q4 		– Sell
-18,656
Closed -$229K – 894
2025
Q3 		$229K Sell
18,656
-2,315
-11% -$28.6K 0.04% 630
2025
Q2 		$270K Buy
+20,971
New +$267K 0.04% 568
2025
Q1 		– Sell
-11,388
Closed -$143K – 971
2024
Q4 		$143K Buy
11,388
+738
+7% +$9.98K 0.03% 645
2024
Q3 		$152K Buy
+10,650
New +$148K 0.03% 626
2024
Q1 		– Sell
-42,021
Closed -$628K – 939
2023
Q4 		$628K Buy
42,021
+12,835
+44% +$172K 0.11% 264
2023
Q3 		$362K Buy
29,186
+16,268
+126% +$213K 0.07% 465
2023
Q2 		$174K Buy
+12,918
New +$158K 0.03% 642
2023
Q1 		– Sell
-20,715
Closed -$257K – 773
2022
Q4 		$257K Buy
+20,715
New +$282K 0.04% 401
2020
Q1 		– Sell
-26,129
Closed -$582K – 1499
2019
Q4 		$582K Buy
+26,129
New +$591K 0.1% 287

Other funds holding PMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aigen Investment Management's PMT Position: Q4 2025 in Review

Aigen Investment Management sold out of PennyMac Mortgage Investment (PMT) in Q4 2025, closing a stake of 18,656 shares — an estimated $229K sold.

Aigen Investment Management first reported a position in PMT in Q4 2019 and held it in 9 quarters. The position peaked at $628K in Q4 2023. 218 funds tracked by Wall St. Rank hold PMT as of Q4 2025.

  • Aigen Investment Management reported no remaining PennyMac Mortgage Investment position as of Q4 2025 after selling out during the quarter.
  • Aigen Investment Management sold 18,656 PennyMac Mortgage Investment shares in Q4 2025, an estimated $229K.
  • Aigen Investment Management first reported a position in PennyMac Mortgage Investment in Q4 2019 and held it in 9 quarters.
  • Aigen Investment Management's PennyMac Mortgage Investment position peaked at $628K in Q4 2023.
  • 218 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.