CIBC Private Wealth Group
PMT

CIBC Private Wealth Group’s PennyMac Mortgage Investment PMT Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$264 Buy
+21
New +$262 ﹤0.01% 3165
2025
Q1 		– Sell
-398
Closed -$4.94K – 3227
2024
Q4 		$4.94K Sell
398
-4
-1% -$54 ﹤0.01% 2473
2024
Q3 		$5.74K Hold
402
– – ﹤0.01% 2557
2024
Q2 		$5.56K Hold
402
– – ﹤0.01% 2483
2024
Q1 		$5.87K Buy
+402
New +$5.75K ﹤0.01% 2454

Other funds holding PMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group's PMT Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in PennyMac Mortgage Investment (PMT) in Q4 2025: 21 shares worth $264. The stake represents ﹤0.01% of the portfolio and ranks #3165 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in PMT as recently as Q4 2024.

CIBC Private Wealth Group first reported a position in PMT in Q1 2024 and has held it in 5 quarters since. The position peaked at $5.87K in Q1 2024. 218 funds tracked by Wall St. Rank hold PMT as of Q4 2025.

  • CIBC Private Wealth Group held 21 shares of PennyMac Mortgage Investment worth $264 as of Q4 2025.
  • PennyMac Mortgage Investment was a new CIBC Private Wealth Group position in Q4 2025.
  • PennyMac Mortgage Investment made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3165 holding.
  • CIBC Private Wealth Group first reported a position in PennyMac Mortgage Investment in Q1 2024 and has held it in 5 quarters since.
  • CIBC Private Wealth Group's PennyMac Mortgage Investment position peaked at $5.87K in Q1 2024.
  • 218 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.