JFS Wealth Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

JFS Wealth Advisors’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	$587	Buy	+52	New	+$573	﹤0.01%	1925

Other funds holding PMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JFS Wealth Advisors's PMT Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in PennyMac Mortgage Investment (PMT) in Q2 2026: 52 shares worth $587. The stake represents ﹤0.01% of the portfolio and ranks #1925 among its holdings.

212 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

JFS Wealth Advisors held 52 shares of PennyMac Mortgage Investment worth $587 as of Q2 2026.
PennyMac Mortgage Investment was a new JFS Wealth Advisors position in Q2 2026.
PennyMac Mortgage Investment made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1925 holding.
212 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.