Rossby Financial
PMT icon

Rossby Financial’s PennyMac Mortgage Investment PMT Stock Holding History

Rossby Financial’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 		$1.21K Buy
154
+58
+60% +$549 ﹤0.01% 2183
2026
Q2 		$1.08K Sell
96
-1
-1% -$11 ﹤0.01% 1890
2026
Q1 		$1.14K Buy
97
+62
+177% +$765 ﹤0.01% 1956
2025
Q4 		$439 Buy
35
+10
+40% +$125 ﹤0.01% 1661
2025
Q3 		$313 Buy
+25
New +$309 ﹤0.01% 1419

Other funds holding PMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Rossby Financial's PMT Position: Q3 2026 in Review

Rossby Financial increased its PennyMac Mortgage Investment (PMT) stake by 60% in Q3 2026, buying an estimated $549 and bringing the position to 154 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

Rossby Financial first reported a position in PMT in Q3 2025 and has held it in 5 quarters since. 152 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

  • Rossby Financial held 154 shares of PennyMac Mortgage Investment worth $1.21K as of Q3 2026.
  • Rossby Financial bought 58 PennyMac Mortgage Investment shares in Q3 2026, an estimated $549.
  • PennyMac Mortgage Investment made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #2183 holding.
  • Rossby Financial first reported a position in PennyMac Mortgage Investment in Q3 2025 and has held it in 5 quarters since.
  • 152 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.