PWPS
PMT

Pinnacle Wealth Planning Services’s PennyMac Mortgage Investment PMT Stock Holding History

Pinnacle Wealth Planning Services’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 		$26.9K Buy
2,388
+1,662
+229% +$18.3K ﹤0.01% 1644
2026
Q1 		$8.46K Sell
726
-1,692
-70% -$20.9K ﹤0.01% 2069
2025
Q4 		$30.3K Buy
+2,418
New +$30.1K ﹤0.01% 1513
2021
Q1 		– Sell
-618
Closed -$11K – 1524
2020
Q4 		$11K Buy
+618
New +$10.5K ﹤0.01% 1361

Other funds holding PMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's PMT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its PennyMac Mortgage Investment (PMT) stake by 229% in Q2 2026, buying an estimated $18.3K and bringing the position to 2,388 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Pinnacle Wealth Planning Services first reported a position in PMT in Q4 2020 and has held it in 4 quarters since. The position peaked at $30.3K in Q4 2025. 213 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,388 shares of PennyMac Mortgage Investment worth $26.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,662 PennyMac Mortgage Investment shares in Q2 2026, an estimated $18.3K.
  • PennyMac Mortgage Investment made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1644 holding.
  • Pinnacle Wealth Planning Services first reported a position in PennyMac Mortgage Investment in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's PennyMac Mortgage Investment position peaked at $30.3K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.