EFS
PMT

Essex Financial Services’s PennyMac Mortgage Investment PMT Stock Holding History

Essex Financial Services’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 		$119K Buy
10,245
+29
+0.3% +$358 0.01% 777
2025
Q4 		$128K Sell
10,216
-1
-0% -$12 0.01% 769
2025
Q3 		$125K Buy
10,217
+135
+1% +$1.67K 0.01% 739
2025
Q2 		$130K Buy
10,082
+65
+0.6% +$828 0.01% 676
2025
Q1 		$147K Sell
10,017
-2
-0% -$27 0.01% 615
2024
Q4 		$126K Buy
10,019
+7
+0.1% +$95 0.01% 621
2024
Q3 		$137K Hold
10,012
– – 0.01% 611
2024
Q2 		$134K Buy
10,012
+12
+0.1% +$168 0.01% 599
2024
Q1 		$147K Hold
10,000
– – 0.01% 524
2023
Q4 		$150K Buy
+10,000
New +$134K 0.02% 492

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VPM
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VCM
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State Street
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Geode Capital Management
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Charles Schwab
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Boston Partners
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