Bessemer Group
PMT

Bessemer Group’s PennyMac Mortgage Investment PMT Stock Holding History

Bessemer Group’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 		– Sell
-2,189
Closed -$25K – 2614
2026
Q1 		$25K Buy
2,189
+1,285
+142% +$15.8K ﹤0.01% 1875
2025
Q4 		$11K Buy
904
+369
+69% +$4.6K ﹤0.01% 2082
2025
Q3 		$6K Buy
535
+469
+711% +$5.79K ﹤0.01% 2105
2025
Q2 		$1K Hold
66
– – ﹤0.01% 2338
2025
Q1 		$1K Buy
+66
New +$904 ﹤0.01% 2374
2023
Q4 		– Sell
-100
Closed -$1K – 2252
2023
Q3 		$1K Hold
100
– – ﹤0.01% 2105
2023
Q2 		$1K Buy
+100
New +$1.22K ﹤0.01% 2203
2019
Q3 		– Sell
-107,400
Closed -$2.35M – 1804
2019
Q2 		$2.35M Sell
107,400
-604,431
-85% -$12.8M 0.01% 481
2019
Q1 		$14.7M Buy
711,831
+117,080
+20% +$2.36M 0.06% 191
2018
Q4 		$11.1M Buy
594,751
+513,251
+630% +$10.2M 0.05% 189
2018
Q3 		$1.65M Hold
81,500
– – 0.01% 459
2018
Q2 		$1.55M Hold
81,500
– – 0.01% 460
2018
Q1 		$1.47M Buy
81,500
+800
+1% +$13.4K 0.01% 476
2017
Q4 		$1.3M Sell
80,700
-24,700
-23% -$401K 0.01% 533
2017
Q3 		$1.83M Buy
105,400
+900
+0.9% +$15.7K 0.01% 465
2017
Q2 		$1.91M Buy
104,500
+20,600
+25% +$367K 0.01% 480
2017
Q1 		$1.49M Buy
83,900
+73,800
+731% +$1.25M 0.01% 586
2016
Q4 		$165K Buy
+10,100
New +$160K ﹤0.01% 1120

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 40.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bessemer Group's PMT Position: Q2 2026 in Review

Bessemer Group sold out of PennyMac Mortgage Investment (PMT) in Q2 2026, closing a stake of 2,189 shares — an estimated $25K sold.

Bessemer Group first reported a position in PMT in Q4 2016 and held it in 18 quarters. The position peaked at $14.7M in Q1 2019. 212 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • Bessemer Group reported no remaining PennyMac Mortgage Investment position as of Q2 2026 after selling out during the quarter.
  • Bessemer Group sold 2,189 PennyMac Mortgage Investment shares in Q2 2026, an estimated $25K.
  • Bessemer Group first reported a position in PennyMac Mortgage Investment in Q4 2016 and held it in 18 quarters.
  • Bessemer Group's PennyMac Mortgage Investment position peaked at $14.7M in Q1 2019.
  • 212 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.