MassMutual Private Wealth & Trust, FSB
Position in PMT — PennyMac Mortgage Investment Trust
CIK 1103653
Windsor, CT
Position in PMT
as of Sep 30, 2026
· filed Oct 5, 2026
Position Value
$4,601
+$1,430 QoQ
Shares Held
584
+114.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 3 holders
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Sep 30, 2026MassMutual Private Wealth & Trust, FSB holds $65,404 across 14 REIT - Mortgage names. PMT ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
967 | $18,266 | |
| 2 | AGNC |
AGNC Investment Corp.
|
1,648 | $14,947 | |
| 3 | RITM |
Rithm Capital Corp.
|
1,090 | $9,733 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
546 | $6,251 | |
| 5 | PMT |
PennyMac Mortgage Investment Trust
This page
|
584 | $4,601 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
261 | $3,609 | |
| 7 | ADAM |
Adamas Trust, Inc.
|
306 | $2,380 | |
| 8 | DX |
Dynex Capital Inc
|
173 | $1,927 |
All Filings in PMT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $4,601 | 584 | Shares | Sole | 2026-10-05 | |
| 2026-03-31 | $3,171 | 272 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $772 | 63 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,305 | 257 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $922 | 63 | Shares | Sole | 2025-04-01 | |
| 2022-09-30 | $565 | 48 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $663 | 48 | Shares | Sole | 2022-07-07 | |
| 2021-03-31 | $9,800 | 500 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||