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

Maridea 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	$537K	Buy	47,571 +4,141	+10%	+$45.6K	0.06%	292
2026 Q1	$506K	Buy	43,430 +1,974	+5%	+$24.3K	0.07%	249
2025 Q4	$520K	Sell	41,456 -343	-0.8%	-$4.28K	0.08%	242
2025 Q3	$494K	Buy	41,799 +221	+0.5%	+$2.73K	0.08%	251
2025 Q2	$535K	Buy	41,578 +1,085	+3%	+$13.8K	0.14%	141
2025 Q1	$593K	Sell	40,493 -91	-0.2%	-$1.25K	0.19%	97
2024 Q4	$511K	Buy	+40,584	New	+$549K	0.16%	106

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 40.91% 1-Year Est. Return

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

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

Maridea Wealth Management increased its PennyMac Mortgage Investment (PMT) stake by 9.5% in Q2 2026, buying an estimated $45.6K and bringing the position to 47,571 shares worth $537K. The position accounts for 0.06% of the portfolio, ranked #292.

Maridea Wealth Management first reported a position in PMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $593K in Q1 2025. 210 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

Maridea Wealth Management held 47,571 shares of PennyMac Mortgage Investment worth $537K as of Q2 2026.
Maridea Wealth Management bought 4,141 PennyMac Mortgage Investment shares in Q2 2026, an estimated $45.6K.
PennyMac Mortgage Investment made up 0.06% of Maridea Wealth Management's portfolio in Q2 2026, its #292 holding.
Maridea Wealth Management first reported a position in PennyMac Mortgage Investment in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's PennyMac Mortgage Investment position peaked at $593K in Q1 2025.
210 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.