Cambridge Investment Research Advisors
PMT

Cambridge Investment Research Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Cambridge Investment Research Advisors’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
2025
Q1 		– Sell
-21,059
Closed -$265K – 3600
2024
Q4 		$265K Sell
21,059
-1,333
-6% -$18K ﹤0.01% 2941
2024
Q3 		$319K Sell
22,392
-31,600
-59% -$440K ﹤0.01% 2785
2024
Q2 		$742K Buy
53,992
+26,849
+99% +$376K ﹤0.01% 1990
2024
Q1 		$398K Sell
27,143
-16,501
-38% -$236K ﹤0.01% 2476
2023
Q4 		$652K Buy
43,644
+28,714
+192% +$385K ﹤0.01% 1972
2023
Q3 		$185K Buy
14,930
+2,533
+20% +$33.2K ﹤0.01% 2843
2023
Q2 		$167K Sell
12,397
-694
-5% -$8.49K ﹤0.01% 2922
2023
Q1 		$161K Sell
13,091
-853
-6% -$11.5K ﹤0.01% 2888
2022
Q4 		$173K Sell
13,944
-115
-0.8% -$1.56K ﹤0.01% 2796
2022
Q3 		$166K Buy
14,059
+1,890
+16% +$27.6K ﹤0.01% 2753
2022
Q2 		$168K Sell
12,169
-650
-5% -$9.92K ﹤0.01% 2762
2022
Q1 		$217K Sell
12,819
-1,233
-9% -$20.7K ﹤0.01% 2802
2021
Q4 		$244K Buy
14,052
+2,668
+23% +$50.5K ﹤0.01% 2715
2021
Q3 		$224K Sell
11,384
-238
-2% -$4.67K ﹤0.01% 2717
2021
Q2 		$245K Sell
11,622
-1,966
-14% -$39.3K ﹤0.01% 2641
2021
Q1 		$266K Sell
13,588
-7,557
-36% -$140K ﹤0.01% 2371
2020
Q4 		$372K Buy
21,145
+741
+4% +$12.6K ﹤0.01% 1975
2020
Q3 		$328K Sell
20,404
-557
-3% -$9.87K ﹤0.01% 1881
2020
Q2 		$367K Buy
20,961
+70
+0.3% +$840 ﹤0.01% 1733
2020
Q1 		$222K Sell
20,891
-9,575
-31% -$189K ﹤0.01% 1866
2019
Q4 		$679K Buy
30,466
+2,766
+10% +$62.6K 0.01% 1380
2019
Q3 		$616K Buy
27,700
+1,622
+6% +$35.8K 0.01% 1361
2019
Q2 		$569K Buy
26,078
+7,603
+41% +$161K 0.01% 1343
2019
Q1 		$383K Buy
18,475
+259
+1% +$5.21K ﹤0.01% 1653
2018
Q4 		$339K Sell
18,216
-91
-0.5% -$1.81K ﹤0.01% 1580
2018
Q3 		$371K Sell
18,307
-502
-3% -$9.86K ﹤0.01% 1644
2018
Q2 		$357K Buy
18,809
+60
+0.3% +$1.1K ﹤0.01% 1612
2018
Q1 		$338K Buy
18,749
+801
+4% +$13.4K ﹤0.01% 1584
2017
Q4 		$288K Buy
+17,948
New +$291K ﹤0.01% 1683

Other funds holding PMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambridge Investment Research Advisors's PMT Position: Q1 2025 in Review

Cambridge Investment Research Advisors sold out of PennyMac Mortgage Investment (PMT) in Q1 2025, closing a stake of 21,059 shares — an estimated $265K sold.

Cambridge Investment Research Advisors first reported a position in PMT in Q4 2017 and held it in 29 quarters. The position peaked at $742K in Q2 2024. 203 funds tracked by Wall St. Rank hold PMT as of Q1 2025.

  • Cambridge Investment Research Advisors reported no remaining PennyMac Mortgage Investment position as of Q1 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 21,059 PennyMac Mortgage Investment shares in Q1 2025, an estimated $265K.
  • Cambridge Investment Research Advisors first reported a position in PennyMac Mortgage Investment in Q4 2017 and held it in 29 quarters.
  • Cambridge Investment Research Advisors's PennyMac Mortgage Investment position peaked at $742K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.