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Ausdal Financial Partners’s PennyMac Mortgage Investment PMT Stock Holding History

Ausdal Financial Partners’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 		$332K Buy
29,412
+4,056
+16% +$44.7K 0.01% 784
2026
Q1 		$296K Buy
25,356
+700
+3% +$8.63K 0.01% 781
2025
Q4 		$309K Buy
24,656
+11,155
+83% +$139K 0.01% 706
2025
Q3 		$166K Buy
+13,501
New +$167K 0.01% 906
2016
Q1 		– Sell
-600
Closed -$9K – 813
2015
Q4 		$9K Buy
+600
New +$9.35K ﹤0.01% 939

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Vanguard Capital Management
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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

Ausdal Financial Partners's PMT Position: Q2 2026 in Review

Ausdal Financial Partners increased its PennyMac Mortgage Investment (PMT) stake by 16% in Q2 2026, buying an estimated $44.7K and bringing the position to 29,412 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #784.

Ausdal Financial Partners first reported a position in PMT in Q4 2015 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • Ausdal Financial Partners held 29,412 shares of PennyMac Mortgage Investment worth $332K as of Q2 2026.
  • Ausdal Financial Partners bought 4,056 PennyMac Mortgage Investment shares in Q2 2026, an estimated $44.7K.
  • PennyMac Mortgage Investment made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #784 holding.
  • Ausdal Financial Partners first reported a position in PennyMac Mortgage Investment in Q4 2015 and has held it in 5 quarters since.
  • 212 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.