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 Q3	$1.03K	Sell	131 -674	-84%	-$6.38K	﹤0.01%	2170
2026 Q2	$9.08K	Buy	805 +755	+1,510%	+$8.32K	﹤0.01%	1255
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

Other funds holding PMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's PMT Position: Q3 2026 in Review

Essential Partners reduced its PennyMac Mortgage Investment (PMT) stake by 84% in Q3 2026, selling an estimated $6.38K and leaving 131 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Essential Partners first reported a position in PMT in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.08K in Q2 2026. 14 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

Essential Partners held 131 shares of PennyMac Mortgage Investment worth $1.03K as of Q3 2026.
Essential Partners sold 674 PennyMac Mortgage Investment shares in Q3 2026, an estimated $6.38K.
PennyMac Mortgage Investment made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2170 holding.
Essential Partners first reported a position in PennyMac Mortgage Investment in Q3 2025 and has held it in 5 quarters since.
Essential Partners's PennyMac Mortgage Investment position peaked at $9.08K in Q2 2026.
14 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.