PIWA
PMT

Prevail Innovative Wealth Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Prevail Innovative Wealth Advisors’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
Q4 		– Sell
-180,452
Closed -$2.21M – 225
2025
Q3 		$2.21M Sell
180,452
-2,552
-1% -$31.5K 0.43% 82
2025
Q2 		$2.35M Buy
183,004
+119,884
+190% +$1.53M 0.53% 63
2025
Q1 		$925K Buy
+63,120
New +$865K 0.25% 109

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PMT Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of PennyMac Mortgage Investment (PMT) in Q4 2025, closing a stake of 180,452 shares — an estimated $2.21M sold.

Prevail Innovative Wealth Advisors first reported a position in PMT in Q1 2025 and held it in 3 quarters. The position peaked at $2.35M in Q2 2025. 218 funds tracked by Wall St. Rank hold PMT as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining PennyMac Mortgage Investment position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 180,452 PennyMac Mortgage Investment shares in Q4 2025, an estimated $2.21M.
  • Prevail Innovative Wealth Advisors first reported a position in PennyMac Mortgage Investment in Q1 2025 and held it in 3 quarters.
  • Prevail Innovative Wealth Advisors's PennyMac Mortgage Investment position peaked at $2.35M in Q2 2025.
  • 218 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.