CWM
PMT

CIBC World Markets’s PennyMac Mortgage Investment PMT Stock Holding History

CIBC World Markets’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
Q2 		$138K Sell
10,755
-8,528
-44% -$109K ﹤0.01% 1359
2025
Q1 		$282K Buy
+19,283
New +$264K ﹤0.01% 1284

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
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC World Markets's PMT Position: Q2 2025 in Review

CIBC World Markets reduced its PennyMac Mortgage Investment (PMT) stake by 44% in Q2 2025, selling an estimated $109K and leaving 10,755 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

CIBC World Markets first reported a position in PMT in Q1 2025 and has held it in 2 quarters since. The position peaked at $282K in Q1 2025. 198 funds tracked by Wall St. Rank hold PMT as of Q2 2025.

  • CIBC World Markets held 10,755 shares of PennyMac Mortgage Investment worth $138K as of Q2 2025.
  • CIBC World Markets sold 8,528 PennyMac Mortgage Investment shares in Q2 2025, an estimated $109K.
  • PennyMac Mortgage Investment made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1359 holding.
  • CIBC World Markets first reported a position in PennyMac Mortgage Investment in Q1 2025 and has held it in 2 quarters since.
  • CIBC World Markets's PennyMac Mortgage Investment position peaked at $282K in Q1 2025.
  • 198 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.