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BFC Planning, Inc.’s PennyMac Mortgage Investment PMT Stock Holding History

BFC Planning, Inc.’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
Q2 		$239K Hold
21,200
– – 0.01% 874
2026
Q1 		$247K Buy
21,200
+2,591
+14% +$32K 0.01% 796
2025
Q4 		$234K Buy
18,609
+14,009
+305% +$175K 0.01% 820
2025
Q3 		$56.4K Hold
4,600
– – ﹤0.01% 1138
2025
Q2 		$59.2K Buy
+4,600
New +$58.6K ﹤0.01% 1058

Other funds holding PMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BFC Planning, Inc.'s PMT Position: Q2 2026 in Review

BFC Planning, Inc. held its PennyMac Mortgage Investment (PMT) position steady in Q2 2026 at 21,200 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #874.

BFC Planning, Inc. first reported a position in PMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $247K in Q1 2026. 214 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • BFC Planning, Inc. held 21,200 shares of PennyMac Mortgage Investment worth $239K as of Q2 2026.
  • BFC Planning, Inc. left its PennyMac Mortgage Investment share count unchanged in Q2 2026.
  • PennyMac Mortgage Investment made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #874 holding.
  • BFC Planning, Inc. first reported a position in PennyMac Mortgage Investment in Q2 2025 and has held it in 5 quarters since.
  • BFC Planning, Inc.'s PennyMac Mortgage Investment position peaked at $247K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.