TFA
PMT

Transamerica Financial Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Transamerica Financial Advisors’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 		– Sell
-7
Closed -$91 – 2064
2025
Q4 		$91 Buy
+7
New +$87 ﹤0.01% 1683
2016
Q2 		– Sell
-300
Closed -$5K – 629
2016
Q1 		$5K Hold
300
– – ﹤0.01% 616
2015
Q4 		$5K Hold
300
– – ﹤0.01% 673
2015
Q3 		$5K Hold
300
– – ﹤0.01% 655
2015
Q2 		$6K Hold
300
– – ﹤0.01% 684
2015
Q1 		$7K Hold
300
– – ﹤0.01% 670
2014
Q4 		$7K Hold
300
– – ﹤0.01% 530
2014
Q3 		$7K Hold
300
– – ﹤0.01% 499
2014
Q2 		$7K Hold
300
– – ﹤0.01% 529
2014
Q1 		$8K Buy
+300
New +$7.09K ﹤0.01% 481

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Transamerica Financial Advisors's PMT Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of PennyMac Mortgage Investment (PMT) in Q1 2026, closing a stake of 7 shares — an estimated $91 sold.

Transamerica Financial Advisors first reported a position in PMT in Q1 2014 and held it in 10 quarters. The position peaked at $8K in Q1 2014. 217 funds tracked by Wall St. Rank hold PMT as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining PennyMac Mortgage Investment position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 7 PennyMac Mortgage Investment shares in Q1 2026, an estimated $91.
  • Transamerica Financial Advisors first reported a position in PennyMac Mortgage Investment in Q1 2014 and held it in 10 quarters.
  • Transamerica Financial Advisors's PennyMac Mortgage Investment position peaked at $8K in Q1 2014.
  • 217 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.