Meriwether Wealth & Planning’s PennyMac Mortgage Investment PMT Stock Holding History

Meriwether Wealth & 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 Q3	$7.33K	Buy	+930	New	+$8.81K	﹤0.01%	466

Other funds holding PMT

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

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

Meriwether Wealth & Planning's PMT Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in PennyMac Mortgage Investment (PMT) in Q3 2026: 930 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings.

14 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

Meriwether Wealth & Planning held 930 shares of PennyMac Mortgage Investment worth $7.33K as of Q3 2026.
PennyMac Mortgage Investment was a new Meriwether Wealth & Planning position in Q3 2026.
PennyMac Mortgage Investment made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #466 holding.
14 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.