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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mallini Complete Financial Planning's PMT Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its PennyMac Mortgage Investment (PMT) stake by 0.65% in Q2 2026, buying an estimated $1.34K and bringing the position to 18,995 shares worth $214K. The position accounts for 0.15% of the portfolio, ranked #62.

Mallini Complete Financial Planning first reported a position in PMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $270K in Q1 2025. 212 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

Mallini Complete Financial Planning held 18,995 shares of PennyMac Mortgage Investment worth $214K as of Q2 2026.
Mallini Complete Financial Planning bought 122 PennyMac Mortgage Investment shares in Q2 2026, an estimated $1.34K.
PennyMac Mortgage Investment made up 0.15% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #62 holding.
Mallini Complete Financial Planning first reported a position in PennyMac Mortgage Investment in Q4 2024 and has held it in 7 quarters since.
Mallini Complete Financial Planning's PennyMac Mortgage Investment position peaked at $270K in Q1 2025.
212 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.