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Lodestone Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History

Lodestone Wealth Management’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
Q3 		$4.1K Buy
521
+21
+4% +$199 ﹤0.01% 634
2026
Q2 		$5.64K Buy
+500
New +$5.51K ﹤0.01% 585

Other funds holding PMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Lodestone Wealth Management's PMT Position: Q3 2026 in Review

Lodestone Wealth Management increased its PennyMac Mortgage Investment (PMT) stake by 4.2% in Q3 2026, buying an estimated $199 and bringing the position to 521 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Lodestone Wealth Management first reported a position in PMT in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.64K in Q2 2026. 14 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

  • Lodestone Wealth Management held 521 shares of PennyMac Mortgage Investment worth $4.1K as of Q3 2026.
  • Lodestone Wealth Management bought 21 PennyMac Mortgage Investment shares in Q3 2026, an estimated $199.
  • PennyMac Mortgage Investment made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #634 holding.
  • Lodestone Wealth Management first reported a position in PennyMac Mortgage Investment in Q2 2026 and has held it in 2 quarters since.
  • Lodestone Wealth Management's PennyMac Mortgage Investment position peaked at $5.64K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.