PennyMac Mortgage Investment Trust (PMT) — Institutional Holders, Q2 2026 (page 3)
213 institutional investment managers reported a PMT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $708.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 213. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PMT 13F holders ranked 201–213 of 213
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Cornerstone Financial Management#201 · 46 sh | 46 | $519.00 | <0.01% | -52.1% |
| 202 | West Financial Advisors#202 · 42 sh | 42 | $477.00 | — | +2.4% |
| 203 | Quarry#203 · 37 sh | 37 | $417.00 | 0.00% | New |
| 204 | Signature Equity Partners#204 · 34 sh | 34 | $384.00 | <0.01% | 0.0% |
| 205 | Global Retirement Partners#205 · 22 sh | 22 | $248.00 | 0.00% | — |
| 206 | GILPIN WEALTH MANAGEMENT#206 · 20 sh | 20 | $226.00 | — | New |
| 207 | Ankerstar Wealth#207 · 14 sh | 14 | $158.00 | <0.01% | New |
| 208 | IFP Advisors#208 · 9 sh | 9 | $102.00 | — | -78.6% |
| 209 | Davis Capital Management#209 · 5 sh | 5 | $56.00 | — | New |
| 210 | Freestone Grove Partners#210 · 1 sh | 1 | $11.00 | 0.00% | New |
| 211 | Hughes Financial Services#211 · 1 sh | 1 | $11.00 | 0.00% | -50.0% |
| 212 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#212 · 100,196 sh | 100,196 | — | — | +27.6% |
| 213 | Elequin Securities#213 · 7 sh | 7 | — | — | -90.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.