BFC Planning »

PennyMac Mortgage Investment Trust shares owned by BFC Planning

Quarter-by-quarter ownership of PennyMac Mortgage Investment Trust (PMT) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in PennyMac Mortgage Investment Trust

Tip: Access up to 7 years of quarterly data

All positions including PennyMac Mortgage Investment Trust held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PennyMac Mortgage Investment Trust by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $239k 21k 11.28
2026-03-31 $247k 21k 11.66
2025-12-31 $234k 19k 12.55
2025-09-30 $56k 4.6k 12.26
2025-06-30 $59k 4.6k 12.86

More positions owned by BFC Planning

NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust ST STR PR SP1500 (SPTM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for BFC Planning

Top funds holding PennyMac Mortgage Investment Trust

BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Invesco
Citadel Advisors
Geode Capital Management
Mirae Asset Global Etfs Holdings
Charles Schwab Investment Management
Sixth Street Partners Management Company
Robeco Investment Management
Jpmorgan Chase & Co
Susquehanna International
Northern Trust
Beach Point Capital Management

View all funds holding PennyMac Mortgage Investment Trust