FFA
PMT

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
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

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return