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

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return