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PennyMac Mortgage Investment Trust shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $60k 5.3k 11.28
2025-12-31 $201 16 12.56
2025-09-30 $22k 1.8k 12.26
2025-03-31 $337 23 14.65
2021-06-30 $42k 2.0k 21.00

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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
Morgan Stanley
Susquehanna International
Northern Trust

View all funds holding PennyMac Mortgage Investment Trust