HPWM
PMT

High Point Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History

High Point 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 		$9.02K Hold
800
– – 0.01% 219
2026
Q1 		$9.33K Hold
800
– – 0.01% 215
2025
Q4 		$10K Buy
+800
New +$9.97K 0.01% 212

Other funds holding PMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

High Point Wealth Management's PMT Position: Q2 2026 in Review

High Point Wealth Management held its PennyMac Mortgage Investment (PMT) position steady in Q2 2026 at 800 shares worth $9.02K. The position accounts for 0.01% of the portfolio, ranked #219.

High Point Wealth Management first reported a position in PMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $10K in Q4 2025. 80 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • High Point Wealth Management held 800 shares of PennyMac Mortgage Investment worth $9.02K as of Q2 2026.
  • High Point Wealth Management left its PennyMac Mortgage Investment share count unchanged in Q2 2026.
  • PennyMac Mortgage Investment made up 0.01% of High Point Wealth Management's portfolio in Q2 2026, its #219 holding.
  • High Point Wealth Management first reported a position in PennyMac Mortgage Investment in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's PennyMac Mortgage Investment position peaked at $10K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.