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Cornerstone Financial Management’s PennyMac Mortgage Investment PMT Stock Holding History

Cornerstone Financial Management’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
Q2 		$519 Sell
46
-50
-52% -$551 ﹤0.01% 1362
2026
Q1 		$1.12K Sell
96
-9
-9% -$111 ﹤0.01% 924
2025
Q4 		$1.32K Buy
+105
New +$1.31K ﹤0.01% 829

Other funds holding PMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cornerstone Financial Management's PMT Position: Q2 2026 in Review

Cornerstone Financial Management reduced its PennyMac Mortgage Investment (PMT) stake by 52% in Q2 2026, selling an estimated $551 and leaving 46 shares worth $519. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Cornerstone Financial Management first reported a position in PMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.32K in Q4 2025. 212 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • Cornerstone Financial Management held 46 shares of PennyMac Mortgage Investment worth $519 as of Q2 2026.
  • Cornerstone Financial Management sold 50 PennyMac Mortgage Investment shares in Q2 2026, an estimated $551.
  • PennyMac Mortgage Investment made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1362 holding.
  • Cornerstone Financial Management first reported a position in PennyMac Mortgage Investment in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's PennyMac Mortgage Investment position peaked at $1.32K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.