GI
PMT

GAMMA Investing’s PennyMac Mortgage Investment PMT Stock Holding History

GAMMA Investing’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 		$78.6K Buy
6,969
+2,822
+68% +$31.1K ﹤0.01% 1987
2026
Q1 		$48.4K Buy
4,147
+1,395
+51% +$17.2K ﹤0.01% 2200
2025
Q4 		$34.5K Buy
2,752
+1,395
+103% +$17.4K ﹤0.01% 2303
2025
Q3 		$16.6K Buy
1,357
+82
+6% +$1.01K ﹤0.01% 2612
2025
Q2 		$16.4K Sell
1,275
-756
-37% -$9.63K ﹤0.01% 2560
2025
Q1 		$29.8K Buy
2,031
+1,363
+204% +$18.7K ﹤0.01% 2163
2024
Q4 		$8.41K Sell
668
-202
-23% -$2.73K ﹤0.01% 2702
2024
Q3 		$12.4K Sell
870
-8
-0.9% -$112 ﹤0.01% 2363
2024
Q2 		$12.1K Buy
878
+220
+33% +$3.08K ﹤0.01% 2142
2024
Q1 		$9.66K Buy
658
+21
+3% +$300 ﹤0.01% 2085
2023
Q4 		$9.13K Buy
+637
New +$8.54K ﹤0.01% 1954

Other funds holding PMT

MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return