II
PMT

Inspire Investing’s PennyMac Mortgage Investment PMT Stock Holding History

Inspire Investing’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
Q1 		$518K Buy
44,424
+7,275
+20% +$89.7K 0.03% 566
2025
Q4 		$466K Buy
37,149
+102
+0.3% +$1.27K 0.04% 625
2025
Q3 		$454K Buy
37,047
+6,707
+22% +$82.8K 0.04% 551
2025
Q2 		$390K Buy
30,340
+7,048
+30% +$89.8K 0.04% 517
2025
Q1 		$341K Sell
23,292
-8,528
-27% -$117K 0.04% 687
2024
Q4 		$401K Buy
31,820
+3,096
+11% +$41.9K 0.04% 580
2024
Q3 		$410K Buy
28,724
+3,160
+12% +$44K 0.04% 719
2024
Q2 		$352K Buy
25,564
+1,144
+5% +$16K 0.04% 583
2024
Q1 		$358K Sell
24,420
-1,154
-5% -$16.5K 0.04% 587
2023
Q4 		$382K Buy
25,574
+905
+4% +$12.1K 0.04% 700
2023
Q3 		$306K Buy
+24,669
New +$323K 0.04% 677

Other funds holding PMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return