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BIA
PMT
Bell Investment Advisors’s
PennyMac Mortgage Investment
PMT
Stock Holding History
Bell Investment Advisors’s Portfolio
PMT Stock Details
PMT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.53K
Hold
131
–
–
﹤0.01%
1419
2025
Q4
$1.65K
Hold
131
–
–
﹤0.01%
1408
2025
Q3
$1.61K
Hold
131
–
–
﹤0.01%
1401
2025
Q2
$1.69K
Hold
131
–
–
﹤0.01%
1415
2025
Q1
$1.92K
Hold
131
–
–
﹤0.01%
1322
2024
Q4
$1.65K
Hold
131
–
–
﹤0.01%
1401
2024
Q3
$1.87K
Hold
131
–
–
﹤0.01%
1380
2024
Q2
$1.8K
Hold
131
–
–
﹤0.01%
1397
2024
Q1
$1.92K
Hold
131
–
–
﹤0.01%
1378
2023
Q4
$1.96K
Hold
131
–
–
﹤0.01%
1337
2023
Q3
$1.63K
Hold
131
–
–
﹤0.01%
1377
2023
Q2
$1.77K
Hold
131
–
–
﹤0.01%
1361
2023
Q1
$1.62K
Hold
131
–
–
﹤0.01%
1368
2022
Q4
$1.62K
Sell
131
-109
-45%
-$1.48K
﹤0.01%
1392
2022
Q3
$3K
Sell
240
-18
-7%
-$263
﹤0.01%
967
2022
Q2
$4K
Buy
+258
New
+$3.94K
﹤0.01%
835
2021
Q4
$5K
Buy
270
+59
+28%
+$1.12K
﹤0.01%
790
2021
Q3
$4K
Buy
+211
New
+$4.14K
﹤0.01%
816
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$95.5B AUM
28.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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