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PennyMac Mortgage Investment Trust shares owned by West Financial Advisors

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

Historical chart of West Financial 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 West Financial 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 West Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $472 38 12.42
2025-06-30 $480 37 12.97
2025-03-31 $529 36 14.72
2024-12-31 $1.7k 135 12.59

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

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