Cranbrook Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History

Cranbrook Wealth 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 Q1	–	Sell	-7,027	Closed	-$88.2K	–	403
2025 Q4	$88.2K	Hold	7,027	–	–	0.02%	176
2025 Q3	$86.2K	Hold	7,027	–	–	0.02%	173
2025 Q2	$90.4K	Hold	7,027	–	–	0.02%	168
2025 Q1	$103K	Hold	7,027	–	–	0.02%	149
2024 Q4	$88.5K	Hold	7,027	–	–	0.02%	161
2024 Q3	$100K	Hold	7,027	–	–	0.02%	148
2024 Q2	$96.6K	Hold	7,027	–	–	0.02%	146
2024 Q1	$103K	Hold	7,027	–	–	0.03%	126
2023 Q4	$105K	Hold	7,027	–	–	0.03%	126
2023 Q3	$87.1K	Hold	7,027	–	–	0.03%	124
2023 Q2	$94.7K	Hold	7,027	–	–	0.03%	125
2023 Q1	$86.6K	Hold	7,027	–	–	0.02%	128
2022 Q4	$87.1K	Hold	7,027	–	–	0.02%	121
2022 Q3	$83K	Hold	7,027	–	–	0.02%	130
2022 Q2	$97K	Hold	7,027	–	–	0.02%	125
2022 Q1	$119K	Hold	7,027	–	–	0.03%	128
2021 Q4	$122K	Hold	7,027	–	–	0.03%	123
2021 Q3	$138K	Hold	7,027	–	–	0.03%	121
2021 Q2	$148K	Hold	7,027	–	–	0.03%	114
2021 Q1	$138K	Hold	7,027	–	–	0.03%	119
2020 Q4	$124K	Hold	7,027	–	–	0.03%	115
2020 Q3	$113K	Hold	7,027	–	–	0.03%	111
2020 Q2	$123K	Hold	7,027	–	–	0.04%	102
2020 Q1	$75K	Buy	+7,027	New	+$139K	0.03%	116

Other funds holding PMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cranbrook Wealth Management's PMT Position: Q1 2026 in Review

Cranbrook Wealth Management sold out of PennyMac Mortgage Investment (PMT) in Q1 2026, closing a stake of 7,027 shares — an estimated $88.2K sold.

Cranbrook Wealth Management first reported a position in PMT in Q1 2020 and held it in 24 quarters. The position peaked at $148K in Q2 2021. 217 funds tracked by Wall St. Rank hold PMT as of Q1 2026.

Cranbrook Wealth Management reported no remaining PennyMac Mortgage Investment position as of Q1 2026 after selling out during the quarter.
Cranbrook Wealth Management sold 7,027 PennyMac Mortgage Investment shares in Q1 2026, an estimated $88.2K.
Cranbrook Wealth Management first reported a position in PennyMac Mortgage Investment in Q1 2020 and held it in 24 quarters.
Cranbrook Wealth Management's PennyMac Mortgage Investment position peaked at $148K in Q2 2021.
217 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.