Prospera Financial Services’s PennyMac Mortgage Investment PMT Stock Holding History

Prospera Financial 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 Q3	$128K	Buy	+17,198	New	+$163K	﹤0.01%	1463

Other funds holding PMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prospera Financial Services's PMT Position: Q3 2026 in Review

Prospera Financial Services opened a new position in PennyMac Mortgage Investment (PMT) in Q3 2026: 17,198 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #1463 among its holdings.

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

Prospera Financial Services held 17,198 shares of PennyMac Mortgage Investment worth $128K as of Q3 2026.
PennyMac Mortgage Investment was a new Prospera Financial Services position in Q3 2026.
PennyMac Mortgage Investment made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1463 holding.
99 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.