KPWS
PMT

Kestra Private Wealth Services’s PennyMac Mortgage Investment PMT Stock Holding History

Kestra Private Wealth Services’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 		$229K Sell
19,601
-863
-4% -$10.6K ﹤0.01% 1580
2025
Q4 		$257K Sell
20,464
-992
-5% -$12.4K ﹤0.01% 1494
2025
Q3 		$263K Sell
21,456
-795
-4% -$9.82K ﹤0.01% 1427
2025
Q2 		$286K Buy
22,251
+4,621
+26% +$58.9K ﹤0.01% 1309
2025
Q1 		$258K Buy
+17,630
New +$241K ﹤0.01% 1269
2024
Q3 		– Sell
-10,168
Closed -$140K – 1441
2024
Q2 		$140K Buy
+10,168
New +$143K ﹤0.01% 1270
2024
Q1 		– Sell
-11,921
Closed -$183K – 1346
2023
Q4 		$183K Buy
+11,921
New +$160K ﹤0.01% 1112

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