EP
PMT

Essential Partners’s PennyMac Mortgage Investment PMT Stock Holding History

Essential Partners’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 		$583 Sell
50
-37
-43% -$456 ﹤0.01% 2390
2025
Q4 		$1.09K Sell
87
-128
-60% -$1.6K ﹤0.01% 2004
2025
Q3 		$2.64K Buy
+215
New +$2.66K ﹤0.01% 1698

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Charles Schwab
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Boston Partners
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