Northwestern Mutual Wealth Management
PMT

Northwestern Mutual Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History

Northwestern Mutual 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
2025
Q3 		– Sell
-50
Closed -$643 – 3994
2025
Q2 		$643 Buy
+50
New +$637 ﹤0.01% 3426
2024
Q3 		– Sell
-240
Closed -$3.3K – 3795
2024
Q2 		$3.3K Buy
240
+220
+1,100% +$3.08K ﹤0.01% 2985
2024
Q1 		$294 Hold
20
– – ﹤0.01% 3361
2023
Q4 		$299 Buy
+20
New +$268 ﹤0.01% 3326
2023
Q3 		– Sell
-2,000
Closed -$27K – 3482
2023
Q2 		$27K Sell
2,000
-225
-10% -$2.75K ﹤0.01% 2209
2023
Q1 		$27.4K Buy
+2,225
New +$29.9K ﹤0.01% 2155
2022
Q3 		– Sell
-222
Closed -$3K – 3328
2022
Q2 		$3K Buy
+222
New +$3.39K ﹤0.01% 2854
2021
Q1 		– Sell
-1,975
Closed -$35K – 2920
2020
Q4 		$35K Buy
+1,975
New +$33.5K ﹤0.01% 1760
2019
Q3 		– Sell
-1,000
Closed -$22K – 2649
2019
Q2 		$22K Buy
+1,000
New +$21.2K ﹤0.01% 1701
2017
Q1 		– Sell
-348
Closed -$6K – 2310
2016
Q4 		$6K Hold
348
– – ﹤0.01% 1792
2016
Q3 		$5K Hold
348
– – ﹤0.01% 1754
2016
Q2 		$6K Sell
348
-30
-8% -$440 ﹤0.01% 1539
2016
Q1 		$5K Buy
+378
New +$5.01K ﹤0.01% 1648
2015
Q1 		– Sell
-85
Closed -$2K – 1752
2014
Q4 		$2K Buy
+85
New +$1.83K ﹤0.01% 1535

Other funds holding PMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northwestern Mutual Wealth Management's PMT Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of PennyMac Mortgage Investment (PMT) in Q3 2025, closing a stake of 50 shares — an estimated $643 sold.

Northwestern Mutual Wealth Management first reported a position in PMT in Q4 2014 and held it in 14 quarters. The position peaked at $35K in Q4 2020. 193 funds tracked by Wall St. Rank hold PMT as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining PennyMac Mortgage Investment position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 50 PennyMac Mortgage Investment shares in Q3 2025, an estimated $643.
  • Northwestern Mutual Wealth Management first reported a position in PennyMac Mortgage Investment in Q4 2014 and held it in 14 quarters.
  • Northwestern Mutual Wealth Management's PennyMac Mortgage Investment position peaked at $35K in Q4 2020.
  • 193 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.