Root Financial Partners
PMT icon

Root Financial Partners’s PennyMac Mortgage Investment PMT Stock Holding History

Root Financial Partners’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 		$1.37K Buy
+174
New +$1.65K ﹤0.01% 2803
2026
Q2 		– Sell
-291
Closed -$3.39K – 2432
2026
Q1 		$3.39K Buy
+291
New +$3.59K ﹤0.01% 2099

Other funds holding PMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Advisors Preferred
Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return

Root Financial Partners's PMT Position: Q3 2026 in Review

Root Financial Partners opened a new position in PennyMac Mortgage Investment (PMT) in Q3 2026: 174 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #2803 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PMT as recently as Q1 2026.

Root Financial Partners first reported a position in PMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.39K in Q1 2026. 105 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

  • Root Financial Partners held 174 shares of PennyMac Mortgage Investment worth $1.37K as of Q3 2026.
  • PennyMac Mortgage Investment was a new Root Financial Partners position in Q3 2026.
  • PennyMac Mortgage Investment made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2803 holding.
  • Root Financial Partners first reported a position in PennyMac Mortgage Investment in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's PennyMac Mortgage Investment position peaked at $3.39K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.