AF
PMT

Atala Financial’s PennyMac Mortgage Investment PMT Stock Holding History

Atala 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
2025
Q2 		– Sell
-250
Closed -$3.66K – 363
2025
Q1 		$3.66K Hold
250
– – ﹤0.01% 426
2024
Q4 		$3.15K Buy
+250
New +$3.38K ﹤0.01% 433

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atala Financial's PMT Position: Q2 2025 in Review

Atala Financial sold out of PennyMac Mortgage Investment (PMT) in Q2 2025, closing a stake of 250 shares — an estimated $3.66K sold.

Atala Financial first reported a position in PMT in Q4 2024 and held it in 2 quarters. The position peaked at $3.66K in Q1 2025. 198 funds tracked by Wall St. Rank hold PMT as of Q2 2025.

  • Atala Financial reported no remaining PennyMac Mortgage Investment position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 250 PennyMac Mortgage Investment shares in Q2 2025, an estimated $3.66K.
  • Atala Financial first reported a position in PennyMac Mortgage Investment in Q4 2024 and held it in 2 quarters.
  • Atala Financial's PennyMac Mortgage Investment position peaked at $3.66K in Q1 2025.
  • 198 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.