TPWA
PMT

Twin Peaks Wealth Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Twin Peaks Wealth 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 		$431 Buy
+37
New +$456 ﹤0.01% 2054
2025
Q3 		– Sell
-113
Closed -$1.36K – 1578
2025
Q2 		$1.36K Buy
+113
New +$1.44K ﹤0.01% 1715

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

Twin Peaks Wealth Advisors's PMT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in PennyMac Mortgage Investment (PMT) in Q1 2026: 37 shares worth $431. The stake represents ﹤0.01% of the portfolio and ranks #2054 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PMT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PMT in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.36K in Q2 2025. 217 funds tracked by Wall St. Rank hold PMT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 37 shares of PennyMac Mortgage Investment worth $431 as of Q1 2026.
  • PennyMac Mortgage Investment was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • PennyMac Mortgage Investment made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2054 holding.
  • Twin Peaks Wealth Advisors first reported a position in PennyMac Mortgage Investment in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's PennyMac Mortgage Investment position peaked at $1.36K in Q2 2025.
  • 217 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.