Mallini Complete Financial Planning’s PennyMac Mortgage Investment PMT Stock Holding History

Mallini Complete Financial Planning’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	$214K	Buy	18,995 +122	+0.6%	+$1.34K	0.15%	62
2026 Q1	$220K	Buy	18,873 +108	+0.6%	+$1.33K	0.17%	51
2025 Q4	$236K	Buy	18,765 +109	+0.6%	+$1.36K	0.19%	49
2025 Q3	$229K	Buy	18,656 +107	+0.6%	+$1.32K	0.19%	49
2025 Q2	$239K	Buy	18,549 +108	+0.6%	+$1.38K	0.3%	44
2025 Q1	$270K	Buy	18,441 +101	+0.6%	+$1.38K	0.26%	39
2024 Q4	$231K	Buy	+18,340	New	+$248K	0.22%	46

Other funds holding PMT

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return