Stonebridge Financial Group, LLC/CA’s PennyMac Mortgage Investment PMT Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$134K	Buy	+11,960	New	+$132K	0.02%	299

Other funds holding PMT

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's PMT Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in PennyMac Mortgage Investment (PMT) in Q2 2026: 11,960 shares worth $134K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings.

155 funds tracked by Wall St. Rank hold PMT as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 11,960 shares of PennyMac Mortgage Investment worth $134K as of Q2 2026.
PennyMac Mortgage Investment was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
PennyMac Mortgage Investment made up 0.02% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #299 holding.
155 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.