High Point Wealth Management
PMT icon

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
Q3 		– Sell
-800
Closed -$9.02K – 303
2026
Q2 		$9.02K Hold
800
– – 0.01% 219
2026
Q1 		$9.33K Hold
800
– – 0.01% 215
2025
Q4 		$10K Buy
+800
New +$10K 0.01% 212

Other funds holding PMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

High Point Wealth Management's PMT Position: Q3 2026 in Review

High Point Wealth Management sold out of PennyMac Mortgage Investment (PMT) in Q3 2026, closing a stake of 800 shares — an estimated $9.02K sold.

High Point Wealth Management first reported a position in PMT in Q4 2025 and held it in 3 quarters. The position peaked at $10K in Q4 2025. 98 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

  • High Point Wealth Management reported no remaining PennyMac Mortgage Investment position as of Q3 2026 after selling out during the quarter.
  • High Point Wealth Management sold 800 PennyMac Mortgage Investment shares in Q3 2026, an estimated $9.02K.
  • High Point Wealth Management first reported a position in PennyMac Mortgage Investment in Q4 2025 and held it in 3 quarters.
  • High Point Wealth Management's PennyMac Mortgage Investment position peaked at $10K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.