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PennyMac Mortgage Investment Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of PennyMac Mortgage Investment Trust (PMT) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in PennyMac Mortgage Investment Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PennyMac Mortgage Investment Trust by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $277k 22k 12.86

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Top funds holding PennyMac Mortgage Investment Trust

BlackRock
Vanguard Group
T. Rowe Price Investment Management
State Street Corporation
Invesco
Parallax Volatility Advisers
Geode Capital Management
Susquehanna International
Mirae Asset Global Etfs Holdings
Charles Schwab Investment Management
Millennium Management
Robeco Investment Management
Morgan Stanley
Barclays
Citadel Advisors

View all funds holding PennyMac Mortgage Investment Trust