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PennyMac Mortgage Investment Trust shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services investment in PennyMac Mortgage Investment Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PennyMac Mortgage Investment Trust by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $257k 21k 12.55
2025-09-30 $263k 22k 12.26
2025-06-30 $286k 22k 12.86
2025-03-31 $258k 18k 14.65
2024-06-30 $140k 10k 13.75
2023-12-31 $183k 12k 15.35

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Top funds holding PennyMac Mortgage Investment Trust

BlackRock
Vanguard Group
T. Rowe Price Investment Management
State Street Corporation
Geode Capital Management
Invesco
Susquehanna International
Mirae Asset Global Etfs Holdings
Charles Schwab Investment Management
Millennium Management
Robeco Investment Management
Citadel Advisors
Nuveen
Northern Trust
Van Eck Associates Corp.

View all funds holding PennyMac Mortgage Investment Trust