Wells Fargo
PMT

Wells Fargo’s PennyMac Mortgage Investment PMT Stock Holding History

Wells Fargo’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
2020
Q2 		– Sell
-41,600
Closed -$4K – 6681
2020
Q1 		$4K Hold
41,600
– – ﹤0.01% 5901
2019
Q4 		$27K Buy
+41,600
New +$941K ﹤0.01% 5673
2013
Q3 		– Sell
-4,600
Closed -$1K – 5798
2013
Q2 		$1K Buy
+4,600
New +$107K ﹤0.01% 5465

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 40.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo's PMT Position: Q2 2026 in Review

Wells Fargo increased its PennyMac Mortgage Investment (PMT) stake by 40% in Q2 2026, buying an estimated $440K and bringing the position to 139,941 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #3788.

Wells Fargo first reported a position in PMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $72.7M in Q1 2014. 212 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

  • Wells Fargo held 139,941 shares of PennyMac Mortgage Investment worth $1.58M as of Q2 2026.
  • Wells Fargo bought 39,937 PennyMac Mortgage Investment shares in Q2 2026, an estimated $440K.
  • PennyMac Mortgage Investment made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3788 holding.
  • Wells Fargo first reported a position in PennyMac Mortgage Investment in Q2 2013 and has held it in 53 quarters since.
  • Wells Fargo's PennyMac Mortgage Investment position peaked at $72.7M in Q1 2014.
  • 212 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.