Fortitude Family Office’s PennyMac Mortgage Investment PMT Stock Holding History

Fortitude Family Office’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	$54.6K	Buy	+6,925	New	+$65.6K	0.01%	418

Other funds holding PMT

Wealth Enhancement Advisory Services

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

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

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

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

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

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Fortitude Family Office's PMT Position: Q3 2026 in Review

Fortitude Family Office opened a new position in PennyMac Mortgage Investment (PMT) in Q3 2026: 6,925 shares worth $54.6K. The stake represents 0.01% of the portfolio and ranks #418 among its holdings.

14 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

Fortitude Family Office held 6,925 shares of PennyMac Mortgage Investment worth $54.6K as of Q3 2026.
PennyMac Mortgage Investment was a new Fortitude Family Office position in Q3 2026.
PennyMac Mortgage Investment made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #418 holding.
14 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.