AF
PMT

Allworth Financial’s PennyMac Mortgage Investment PMT Stock Holding History

Allworth Financial’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
Q1 		$28.1K Buy
2,413
+170
+8% +$2.1K ﹤0.01% 2753
2025
Q4 		$28.2K Sell
2,243
-246
-10% -$3.07K ﹤0.01% 2580
2025
Q3 		$30.5K Buy
2,489
+371
+18% +$4.58K ﹤0.01% 2443
2025
Q2 		$27.2K Buy
2,118
+2,003
+1,742% +$25.5K ﹤0.01% 2316
2025
Q1 		$1.39K Sell
115
-3,002
-96% -$41.1K ﹤0.01% 3344
2024
Q4 		$39.3K Buy
+3,117
New +$42.2K ﹤0.01% 1700
2024
Q3 		– Sell
-79
Closed -$1.15K – 3810
2024
Q2 		$1.15K Buy
79
+70
+778% +$981 ﹤0.01% 3121
2024
Q1 		$133 Buy
+9
New +$129 ﹤0.01% 3491

Other funds holding PMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return