West Financial Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

West Financial 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	$477	Buy	42 +1	+2%	+$11	﹤0.01%	214
2026 Q1	$477	Buy	41 +1	+3%	+$12	﹤0.01%	184
2025 Q4	$499	Buy	40 +2	+5%	+$25	﹤0.01%	229
2025 Q3	$472	Buy	38 +1	+3%	+$12	﹤0.01%	185
2025 Q2	$480	Buy	37 +1	+3%	+$13	﹤0.01%	200
2025 Q1	$530	Sell	36 -99	-73%	-$1.36K	﹤0.01%	196
2024 Q4	$1.7K	Buy	+135	New	+$1.83K	﹤0.01%	179

Other funds holding PMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

West Financial Advisors's PMT Position: Q2 2026 in Review

West Financial Advisors increased its PennyMac Mortgage Investment (PMT) stake by 2.4% in Q2 2026, buying an estimated $11 and bringing the position to 42 shares worth $477. The position accounts for ﹤0.01% of the portfolio, ranked #214.

West Financial Advisors first reported a position in PMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7K in Q4 2024. 212 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

West Financial Advisors held 42 shares of PennyMac Mortgage Investment worth $477 as of Q2 2026.
West Financial Advisors bought 1 PennyMac Mortgage Investment share in Q2 2026, an estimated $11.
PennyMac Mortgage Investment made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #214 holding.
West Financial Advisors first reported a position in PennyMac Mortgage Investment in Q4 2024 and has held it in 7 quarters since.
West Financial Advisors's PennyMac Mortgage Investment position peaked at $1.7K in Q4 2024.
212 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.