BGAI
PMT

Bruce G. Allen Investments’s PennyMac Mortgage Investment PMT Stock Holding History

Bruce G. Allen Investments’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
Q1 		$571 Buy
49
+13
+36% +$160 ﹤0.01% 950
2025
Q4 		$452 Sell
36
-1
-3% -$12 ﹤0.01% 984
2025
Q3 		$454 Sell
37
-1
-3% -$12 ﹤0.01% 977
2025
Q2 		$489 Buy
38
+3
+9% +$38 ﹤0.01% 957
2025
Q1 		$513 Buy
+35
New +$479 ﹤0.01% 939

Other funds holding PMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bruce G. Allen Investments's PMT Position: Q1 2026 in Review

Bruce G. Allen Investments increased its PennyMac Mortgage Investment (PMT) stake by 36% in Q1 2026, buying an estimated $160 and bringing the position to 49 shares worth $571. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Bruce G. Allen Investments first reported a position in PMT in Q1 2025 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold PMT as of Q1 2026.

  • Bruce G. Allen Investments held 49 shares of PennyMac Mortgage Investment worth $571 as of Q1 2026.
  • Bruce G. Allen Investments bought 13 PennyMac Mortgage Investment shares in Q1 2026, an estimated $160.
  • PennyMac Mortgage Investment made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #950 holding.
  • Bruce G. Allen Investments first reported a position in PennyMac Mortgage Investment in Q1 2025 and has held it in 5 quarters since.
  • 217 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.