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 Q1	$3.39K	Buy	+291	New	+$3.59K	﹤0.01%	2099

Other funds holding PMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Root Financial Partners's PMT Position: Q1 2026 in Review

Root Financial Partners opened a new position in PennyMac Mortgage Investment (PMT) in Q1 2026: 291 shares worth $3.39K. The stake represents ﹤0.01% of the portfolio and ranks #2099 among its holdings.

217 funds tracked by Wall St. Rank hold PMT as of Q1 2026.

Root Financial Partners held 291 shares of PennyMac Mortgage Investment worth $3.39K as of Q1 2026.
PennyMac Mortgage Investment was a new Root Financial Partners position in Q1 2026.
PennyMac Mortgage Investment made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2099 holding.
217 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.