LWM
PMT

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
Q2 		$5.64K Buy
+500
New +$5.51K ﹤0.01% 585

Other funds holding PMT

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
S
SharpePoint Phoenix, Arizona $200M AUM 66.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CCM
Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Lodestone Wealth Management's PMT Position: Q2 2026 in Review

Lodestone Wealth Management opened a new position in PennyMac Mortgage Investment (PMT) in Q2 2026: 500 shares worth $5.64K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings.

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

  • Lodestone Wealth Management held 500 shares of PennyMac Mortgage Investment worth $5.64K as of Q2 2026.
  • PennyMac Mortgage Investment was a new Lodestone Wealth Management position in Q2 2026.
  • PennyMac Mortgage Investment made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #585 holding.
  • 48 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.