SAM
PMT

Smartleaf Asset Management’s PennyMac Mortgage Investment PMT Stock Holding History

Smartleaf Asset 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
Q1 		$1.42K Sell
125
-999
-89% -$12.3K ﹤0.01% 3049
2025
Q4 		$14.1K Hold
1,124
– – ﹤0.01% 2219
2025
Q3 		$13.7K Buy
1,124
+66
+6% +$815 ﹤0.01% 1982
2025
Q2 		$13.5K Sell
1,058
-65
-6% -$828 ﹤0.01% 1715
2025
Q1 		$16.4K Sell
1,123
-16
-1% -$219 ﹤0.01% 1702
2024
Q4 		$14.2K Buy
1,139
+878
+336% +$11.9K ﹤0.01% 1842
2024
Q3 		$3.73K Buy
261
+52
+25% +$725 ﹤0.01% 2249
2024
Q2 		$2.86K Buy
+209
New +$2.93K ﹤0.01% 2076

Other funds holding PMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Smartleaf Asset Management's PMT Position: Q1 2026 in Review

Smartleaf Asset Management reduced its PennyMac Mortgage Investment (PMT) stake by 89% in Q1 2026, selling an estimated $12.3K and leaving 125 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #3049.

Smartleaf Asset Management first reported a position in PMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $16.4K in Q1 2025. 217 funds tracked by Wall St. Rank hold PMT as of Q1 2026.

  • Smartleaf Asset Management held 125 shares of PennyMac Mortgage Investment worth $1.42K as of Q1 2026.
  • Smartleaf Asset Management sold 999 PennyMac Mortgage Investment shares in Q1 2026, an estimated $12.3K.
  • PennyMac Mortgage Investment made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3049 holding.
  • Smartleaf Asset Management first reported a position in PennyMac Mortgage Investment in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's PennyMac Mortgage Investment position peaked at $16.4K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.