LFG
PMT

Larson Financial Group’s PennyMac Mortgage Investment PMT Stock Holding History

Larson Financial Group’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 		$5.8K Sell
514
-89
-15% -$981 ﹤0.01% 2704
2026
Q1 		$7.03K Sell
603
-494
-45% -$6.09K ﹤0.01% 2432
2025
Q4 		$13.8K Hold
1,097
– – ﹤0.01% 1939
2025
Q3 		$13.4K Sell
1,097
-206
-16% -$2.54K ﹤0.01% 1861
2025
Q2 		$16.8K Buy
+1,303
New +$16.6K ﹤0.01% 1569

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

Larson Financial Group's PMT Position: Q2 2026 in Review

Larson Financial Group reduced its PennyMac Mortgage Investment (PMT) stake by 15% in Q2 2026, selling an estimated $981 and leaving 514 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2704.

Larson Financial Group first reported a position in PMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.8K in Q2 2025. 212 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • Larson Financial Group held 514 shares of PennyMac Mortgage Investment worth $5.8K as of Q2 2026.
  • Larson Financial Group sold 89 PennyMac Mortgage Investment shares in Q2 2026, an estimated $981.
  • PennyMac Mortgage Investment made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2704 holding.
  • Larson Financial Group first reported a position in PennyMac Mortgage Investment in Q2 2025 and has held it in 5 quarters since.
  • Larson Financial Group's PennyMac Mortgage Investment position peaked at $16.8K in Q2 2025.
  • 212 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.