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PMT

Atom Investors’s PennyMac Mortgage Investment PMT Stock Holding History

Atom Investors’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 		$499K Buy
+44,277
New +$488K 0.04% 564
2021
Q4 		– Sell
-33,276
Closed -$655K – 374
2021
Q3 		$655K Buy
+33,276
New +$652K 0.05% 170
2020
Q4 		– Sell
-10,162
Closed -$163K – 524
2020
Q3 		$163K Buy
+10,162
New +$180K 0.02% 408

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 $3.37T AUM 44.26% 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

Atom Investors's PMT Position: Q2 2026 in Review

Atom Investors opened a new position in PennyMac Mortgage Investment (PMT) in Q2 2026: 44,277 shares worth $499K. The stake represents 0.04% of the portfolio and ranks #564 among its holdings. This is a return to the name: Atom Investors previously reported a position in PMT as recently as Q3 2021.

Atom Investors first reported a position in PMT in Q3 2020 and has held it in 3 quarters since. The position peaked at $655K in Q3 2021. 212 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • Atom Investors held 44,277 shares of PennyMac Mortgage Investment worth $499K as of Q2 2026.
  • PennyMac Mortgage Investment was a new Atom Investors position in Q2 2026.
  • PennyMac Mortgage Investment made up 0.04% of Atom Investors's portfolio in Q2 2026, its #564 holding.
  • Atom Investors first reported a position in PennyMac Mortgage Investment in Q3 2020 and has held it in 3 quarters since.
  • Atom Investors's PennyMac Mortgage Investment position peaked at $655K in Q3 2021.
  • 212 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.