GWM
PMT

Gilpin Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History

Gilpin Wealth Management’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 		$226 Buy
+20
New +$220 ﹤0.01% 887
2026
Q1 		– Sell
-5
Closed -$63 – 1059
2025
Q4 		$63 Buy
+5
New +$62 ﹤0.01% 918

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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gilpin Wealth Management's PMT Position: Q2 2026 in Review

Gilpin Wealth Management opened a new position in PennyMac Mortgage Investment (PMT) in Q2 2026: 20 shares worth $226. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in PMT as recently as Q4 2025.

Gilpin Wealth Management first reported a position in PMT in Q4 2025 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • Gilpin Wealth Management held 20 shares of PennyMac Mortgage Investment worth $226 as of Q2 2026.
  • PennyMac Mortgage Investment was a new Gilpin Wealth Management position in Q2 2026.
  • PennyMac Mortgage Investment made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #887 holding.
  • Gilpin Wealth Management first reported a position in PennyMac Mortgage Investment in Q4 2025 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.