UB
PMT

UMB Bank’s PennyMac Mortgage Investment PMT Stock Holding History

UMB Bank’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 		$3.29K Sell
282
-109
-28% -$1.34K ﹤0.01% 2105
2025
Q4 		$4.91K Buy
391
+304
+349% +$3.79K ﹤0.01% 2022
2025
Q3 		$1.07K Sell
87
-51
-37% -$630 ﹤0.01% 2092
2025
Q2 		$1.77K Sell
138
-152
-52% -$1.94K ﹤0.01% 2017
2025
Q1 		$4.25K Buy
290
+114
+65% +$1.56K ﹤0.01% 1807
2024
Q4 		$2.22K Sell
176
-26
-13% -$352 ﹤0.01% 1912
2024
Q3 		$2.88K Buy
202
+74
+58% +$1.03K ﹤0.01% 1890
2024
Q2 		$1.76K Buy
128
+80
+167% +$1.12K ﹤0.01% 1825
2024
Q1 		$705 Buy
+48
New +$686 ﹤0.01% 1889

Other funds holding PMT

BlackRock
BlackRock New York $5.7T 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