Cetera Investment Advisers
PMT

Cetera Investment Advisers’s PennyMac Mortgage Investment PMT Stock Holding History

Cetera Investment Advisers’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 		$344K Sell
29,500
-9,716
-25% -$120K ﹤0.01% 3857
2025
Q4 		$492K Buy
39,216
+649
+2% +$8.09K ﹤0.01% 3449
2025
Q3 		$473K Sell
38,567
-3,893
-9% -$48.1K ﹤0.01% 3424
2025
Q2 		$546K Sell
42,460
-17,051
-29% -$217K ﹤0.01% 2899
2025
Q1 		$872K Buy
59,511
+4,603
+8% +$63K ﹤0.01% 2372
2024
Q4 		$691K Sell
54,908
-7,672
-12% -$104K ﹤0.01% 2431
2024
Q3 		$892K Sell
62,580
-9,545
-13% -$133K ﹤0.01% 2203
2024
Q2 		$992K Buy
72,125
+1,553
+2% +$21.8K ﹤0.01% 2083
2024
Q1 		$1.04M Buy
70,572
+53,744
+319% +$768K ﹤0.01% 2042
2023
Q4 		$252K Buy
16,828
+2,412
+17% +$32.3K ﹤0.01% 1896
2023
Q3 		$179K Sell
14,416
-472
-3% -$6.18K ﹤0.01% 2001
2023
Q2 		$201K Buy
14,888
+2,143
+17% +$26.2K ﹤0.01% 1987
2023
Q1 		$157K Buy
+12,745
New +$171K ﹤0.01% 1999
2022
Q3 		– Sell
-10,599
Closed -$147K – 1845
2022
Q2 		$147K Buy
+10,599
New +$162K ﹤0.01% 1701

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

Cetera Investment Advisers's PMT Position: Q1 2026 in Review

Cetera Investment Advisers reduced its PennyMac Mortgage Investment (PMT) stake by 25% in Q1 2026, selling an estimated $120K and leaving 29,500 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #3857.

Cetera Investment Advisers first reported a position in PMT in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q1 2024. 217 funds tracked by Wall St. Rank hold PMT as of Q1 2026.

  • Cetera Investment Advisers held 29,500 shares of PennyMac Mortgage Investment worth $344K as of Q1 2026.
  • Cetera Investment Advisers sold 9,716 PennyMac Mortgage Investment shares in Q1 2026, an estimated $120K.
  • PennyMac Mortgage Investment made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3857 holding.
  • Cetera Investment Advisers first reported a position in PennyMac Mortgage Investment in Q2 2022 and has held it in 14 quarters since.
  • Cetera Investment Advisers's PennyMac Mortgage Investment position peaked at $1.04M in Q1 2024.
  • 217 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.