EP Wealth Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

EP Wealth Advisors’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	$277K	Buy	+21,520	New	+$274K	﹤0.01%	1068

Other funds holding PMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's PMT Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in PennyMac Mortgage Investment (PMT) in Q2 2025: 21,520 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #1068 among its holdings.

198 funds tracked by Wall St. Rank hold PMT as of Q2 2025.

EP Wealth Advisors held 21,520 shares of PennyMac Mortgage Investment worth $277K as of Q2 2025.
PennyMac Mortgage Investment was a new EP Wealth Advisors position in Q2 2025.
PennyMac Mortgage Investment made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1068 holding.
198 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.