Lido Advisors
PMT

Lido Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Lido 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
Q1 		$294K Buy
25,180
+10
+0% +$123 ﹤0.01% 1579
2025
Q4 		$309K Hold
25,170
– – ﹤0.01% 1554
2025
Q3 		$309K Sell
25,170
-301
-1% -$3.72K ﹤0.01% 1473
2025
Q2 		$328K Hold
25,471
– – ﹤0.01% 1293
2025
Q1 		$373K Buy
25,471
+100
+0.4% +$1.37K ﹤0.01% 1125
2024
Q4 		$330K Buy
25,371
+191
+0.8% +$2.58K ﹤0.01% 1177
2024
Q3 		$359K Sell
25,180
-191
-0.8% -$2.66K ﹤0.01% 1089
2024
Q2 		$349K Buy
25,371
+1,810
+8% +$25.4K ﹤0.01% 1050
2024
Q1 		$346K Sell
23,561
-264
-1% -$3.77K ﹤0.01% 1034
2023
Q4 		$366K Buy
+23,825
New +$319K ﹤0.01% 959

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