IFG Advisory
PMT icon

IFG Advisory’s PennyMac Mortgage Investment PMT Stock Holding History

IFG Advisory’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 		$5.61K Buy
+712
New +$6.74K ﹤0.01% 1936

Other funds holding PMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

IFG Advisory's PMT Position: Q3 2026 in Review

IFG Advisory opened a new position in PennyMac Mortgage Investment (PMT) in Q3 2026: 712 shares worth $5.61K. The stake represents ﹤0.01% of the portfolio and ranks #1936 among its holdings.

152 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

  • IFG Advisory held 712 shares of PennyMac Mortgage Investment worth $5.61K as of Q3 2026.
  • PennyMac Mortgage Investment was a new IFG Advisory position in Q3 2026.
  • PennyMac Mortgage Investment made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1936 holding.
  • 152 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.