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Retirement Wealth Solutions’s PennyMac Mortgage Investment PMT Stock Holding History

Retirement Wealth Solutions’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 		$568 Sell
72
-15
-17% -$142 ﹤0.01% 827
2026
Q2 		$982 Buy
87
+57
+190% +$628 ﹤0.01% 652
2026
Q1 		$350 Hold
30
– – ﹤0.01% 757
2025
Q4 		$377 Hold
30
– – ﹤0.01% 704
2025
Q3 		$368 Buy
+30
New +$371 ﹤0.01% 723

Other funds holding PMT

Wealth Enhancement Advisory Services
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
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
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Retirement Wealth Solutions's PMT Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its PennyMac Mortgage Investment (PMT) stake by 17% in Q3 2026, selling an estimated $142 and leaving 72 shares worth $568. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Retirement Wealth Solutions first reported a position in PMT in Q3 2025 and has held it in 5 quarters since. The position peaked at $982 in Q2 2026. 14 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

  • Retirement Wealth Solutions held 72 shares of PennyMac Mortgage Investment worth $568 as of Q3 2026.
  • Retirement Wealth Solutions sold 15 PennyMac Mortgage Investment shares in Q3 2026, an estimated $142.
  • PennyMac Mortgage Investment made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #827 holding.
  • Retirement Wealth Solutions first reported a position in PennyMac Mortgage Investment in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's PennyMac Mortgage Investment position peaked at $982 in Q2 2026.
  • 14 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.