AAS
PMT

Ameritas Advisory Services’s PennyMac Mortgage Investment PMT Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-489
Closed -$6.29K – 2711
2025
Q2 		$6.29K Buy
+489
New +$6.23K ﹤0.01% 2170
2023
Q2 		– Sell
-6,976
Closed -$85.3K – 2015
2023
Q1 		$85.3K Buy
+6,976
New +$93.8K ﹤0.01% 1061

Other funds holding PMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameritas Advisory Services's PMT Position: Q3 2025 in Review

Ameritas Advisory Services sold out of PennyMac Mortgage Investment (PMT) in Q3 2025, closing a stake of 489 shares — an estimated $6.29K sold.

Ameritas Advisory Services first reported a position in PMT in Q1 2023 and held it in 2 quarters. The position peaked at $85.3K in Q1 2023. 193 funds tracked by Wall St. Rank hold PMT as of Q3 2025.

  • Ameritas Advisory Services reported no remaining PennyMac Mortgage Investment position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 489 PennyMac Mortgage Investment shares in Q3 2025, an estimated $6.29K.
  • Ameritas Advisory Services first reported a position in PennyMac Mortgage Investment in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's PennyMac Mortgage Investment position peaked at $85.3K in Q1 2023.
  • 193 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.