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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
2026
Q2 		$2.7K Buy
+239
New +$2.63K ﹤0.01% 1652
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameritas Advisory Services's PMT Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in PennyMac Mortgage Investment (PMT) in Q2 2026: 239 shares worth $2.7K. The stake represents ﹤0.01% of the portfolio and ranks #1652 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in PMT as recently as Q2 2025.

Ameritas Advisory Services first reported a position in PMT in Q1 2023 and has held it in 3 quarters since. The position peaked at $85.3K in Q1 2023. 212 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • Ameritas Advisory Services held 239 shares of PennyMac Mortgage Investment worth $2.7K as of Q2 2026.
  • PennyMac Mortgage Investment was a new Ameritas Advisory Services position in Q2 2026.
  • PennyMac Mortgage Investment made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1652 holding.
  • Ameritas Advisory Services first reported a position in PennyMac Mortgage Investment in Q1 2023 and has held it in 3 quarters since.
  • Ameritas Advisory Services's PennyMac Mortgage Investment position peaked at $85.3K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.