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Rialto Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History

Rialto Wealth Management’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 		$22.6K Hold
2,000
– – ﹤0.01% 410
2026
Q1 		$23.3K Hold
2,000
– – 0.01% 366
2025
Q4 		$25.1K Hold
2,000
– – 0.01% 340
2025
Q3 		$24.5K Hold
2,000
– – 0.01% 333
2025
Q2 		$25.7K Hold
2,000
– – 0.01% 325
2025
Q1 		$29.3K Hold
2,000
– – 0.01% 306
2024
Q4 		$25.2K Buy
+2,000
New +$27.1K 0.01% 319

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 $3.38T AUM 44.17% 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

Rialto Wealth Management's PMT Position: Q2 2026 in Review

Rialto Wealth Management held its PennyMac Mortgage Investment (PMT) position steady in Q2 2026 at 2,000 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Rialto Wealth Management first reported a position in PMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.3K in Q1 2025. 212 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • Rialto Wealth Management held 2,000 shares of PennyMac Mortgage Investment worth $22.6K as of Q2 2026.
  • Rialto Wealth Management left its PennyMac Mortgage Investment share count unchanged in Q2 2026.
  • PennyMac Mortgage Investment made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #410 holding.
  • Rialto Wealth Management first reported a position in PennyMac Mortgage Investment in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's PennyMac Mortgage Investment position peaked at $29.3K in Q1 2025.
  • 212 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.