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
Q2 		$677K Buy
60,016
+15,592
+35% +$172K 0.03% 804
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 $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

Inspire Investing's PMT Position: Q2 2026 in Review

Inspire Investing increased its PennyMac Mortgage Investment (PMT) stake by 35% in Q2 2026, buying an estimated $172K and bringing the position to 60,016 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #804.

Inspire Investing first reported a position in PMT in Q3 2023 and has held it in 12 quarters since. 212 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • Inspire Investing held 60,016 shares of PennyMac Mortgage Investment worth $677K as of Q2 2026.
  • Inspire Investing bought 15,592 PennyMac Mortgage Investment shares in Q2 2026, an estimated $172K.
  • PennyMac Mortgage Investment made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #804 holding.
  • Inspire Investing first reported a position in PennyMac Mortgage Investment in Q3 2023 and has held it in 12 quarters since.
  • 212 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.