Optimize Financial Inc
Position in PMT — PennyMac Mortgage Investment Trust
CIK 2033266
LAGUNA HILLS, CA
Position in PMT
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$450,365
-$16,792 QoQ
Shares Held
39,926
-0.3% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#81
of 213 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Optimize Financial Inc holds $450,365 across 1 REIT - Mortgage name. PMT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PMT |
PennyMac Mortgage Investment Trust
This page
|
39,926 | $450,365 |
All Filings in PMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,365 | 39,926 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $467,157 | 40,065 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $456,192 | 36,350 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $439,275 | 35,830 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $333,009 | 25,895 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $382,086 | 26,081 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $305,949 | 24,301 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||