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
Q2 		– Sell
-37
Closed -$431 – 1659
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 $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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Twin Peaks Wealth Advisors's PMT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of PennyMac Mortgage Investment (PMT) in Q2 2026, closing a stake of 37 shares — an estimated $431 sold.

Twin Peaks Wealth Advisors first reported a position in PMT in Q2 2025 and held it in 2 quarters. The position peaked at $1.36K in Q2 2025. 212 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining PennyMac Mortgage Investment position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 37 PennyMac Mortgage Investment shares in Q2 2026, an estimated $431.
  • Twin Peaks Wealth Advisors first reported a position in PennyMac Mortgage Investment in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's PennyMac Mortgage Investment position peaked at $1.36K in Q2 2025.
  • 212 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.