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Gill Capital Partners’s PennyMac Mortgage Investment PMT Stock Holding History

Gill Capital Partners’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 		– Sell
-600
Closed -$6.77K – 492
2026
Q2 		$6.77K Hold
600
– – ﹤0.01% 484
2026
Q1 		$7K Buy
+600
New +$7.4K ﹤0.01% 474

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GI
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FFO
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FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
MPWT
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

Gill Capital Partners's PMT Position: Q3 2026 in Review

Gill Capital Partners sold out of PennyMac Mortgage Investment (PMT) in Q3 2026, closing a stake of 600 shares — an estimated $6.77K sold.

Gill Capital Partners first reported a position in PMT in Q1 2026 and held it in 2 quarters. The position peaked at $7K in Q1 2026. 14 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

  • Gill Capital Partners reported no remaining PennyMac Mortgage Investment position as of Q3 2026 after selling out during the quarter.
  • Gill Capital Partners sold 600 PennyMac Mortgage Investment shares in Q3 2026, an estimated $6.77K.
  • Gill Capital Partners first reported a position in PennyMac Mortgage Investment in Q1 2026 and held it in 2 quarters.
  • Gill Capital Partners's PennyMac Mortgage Investment position peaked at $7K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

Based on Gill Capital Partners's 13F filing for Q3 2026, filed 13 Oct 2026.