RWS
PMT

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
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

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 40.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Retirement Wealth Solutions's PMT Position: Q2 2026 in Review

Retirement Wealth Solutions increased its PennyMac Mortgage Investment (PMT) stake by 190% in Q2 2026, buying an estimated $628 and bringing the position to 87 shares worth $982. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Retirement Wealth Solutions first reported a position in PMT in Q3 2025 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • Retirement Wealth Solutions held 87 shares of PennyMac Mortgage Investment worth $982 as of Q2 2026.
  • Retirement Wealth Solutions bought 57 PennyMac Mortgage Investment shares in Q2 2026, an estimated $628.
  • PennyMac Mortgage Investment made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #652 holding.
  • Retirement Wealth Solutions first reported a position in PennyMac Mortgage Investment in Q3 2025 and has held it in 4 quarters since.
  • 210 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.