True Wealth Design’s PennyMac Mortgage Investment PMT Stock Holding History

True Wealth Design’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	$891	Buy	+113	New	+$1.07K	﹤0.01%	1960
2026 Q1	–	Sell	-18	Closed	-$226	–	2804
2025 Q4	$226	Buy	18 +1	+6%	+$12	﹤0.01%	2199
2025 Q3	$209	Buy	+17	New	+$210	﹤0.01%	2293
2025 Q2	–	Sell	-14	Closed	-$206	–	2772
2025 Q1	$206	Buy	+14	New	+$192	﹤0.01%	1940

Other funds holding PMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's PMT Position: Q3 2026 in Review

True Wealth Design opened a new position in PennyMac Mortgage Investment (PMT) in Q3 2026: 113 shares worth $891. The stake represents ﹤0.01% of the portfolio and ranks #1960 among its holdings. This is a return to the name: True Wealth Design previously reported a position in PMT as recently as Q4 2025.

True Wealth Design first reported a position in PMT in Q1 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

True Wealth Design held 113 shares of PennyMac Mortgage Investment worth $891 as of Q3 2026.
PennyMac Mortgage Investment was a new True Wealth Design position in Q3 2026.
PennyMac Mortgage Investment made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1960 holding.
True Wealth Design first reported a position in PennyMac Mortgage Investment in Q1 2025 and has held it in 4 quarters since.
17 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.