Farther Finance Advisors
PMT icon

Farther Finance Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Farther Finance 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
2026
Q3 		$46K Sell
5,831
-3,157
-35% -$29.9K ﹤0.01% 3496
2026
Q2 		$101K Sell
8,988
-578
-6% -$6.37K ﹤0.01% 2693
2026
Q1 		$113K Buy
9,566
+9,511
+17,293% +$117K ﹤0.01% 2421
2025
Q4 		$690 Buy
55
+26
+90% +$324 ﹤0.01% 4994
2025
Q3 		$356 Buy
29
+13
+81% +$161 ﹤0.01% 4618
2025
Q2 		$206 Sell
16
-30
-65% -$382 ﹤0.01% 4200
2025
Q1 		$672 Hold
46
– – ﹤0.01% 3721
2024
Q4 		$579 Hold
46
– – ﹤0.01% 3413
2024
Q3 		$656 Sell
46
-75
-62% -$1.04K ﹤0.01% 3358
2024
Q2 		$1.65K Buy
121
+75
+163% +$1.05K ﹤0.01% 2865
2024
Q1 		$672 Buy
46
+20
+77% +$286 ﹤0.01% 2924
2023
Q4 		$389 Buy
+26
New +$349 ﹤0.01% 3058

Other funds holding PMT

Wealth Enhancement Advisory Services
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
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
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
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's PMT Position: Q3 2026 in Review

Farther Finance Advisors reduced its PennyMac Mortgage Investment (PMT) stake by 35% in Q3 2026, selling an estimated $29.9K and leaving 5,831 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #3496.

Farther Finance Advisors first reported a position in PMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $113K in Q1 2026. 14 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

  • Farther Finance Advisors held 5,831 shares of PennyMac Mortgage Investment worth $46K as of Q3 2026.
  • Farther Finance Advisors sold 3,157 PennyMac Mortgage Investment shares in Q3 2026, an estimated $29.9K.
  • PennyMac Mortgage Investment made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3496 holding.
  • Farther Finance Advisors first reported a position in PennyMac Mortgage Investment in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's PennyMac Mortgage Investment position peaked at $113K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.