Optimize Financial Inc
Position in PMT — PennyMac Mortgage Investment Trust
CIK 2033266
LAGUNA HILLS, CA
Position in PMT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$467,157
+$10,965 QoQ
Shares Held
40,065
+10.2% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Optimize Financial Inc holds $467,157 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
|
40,065 | $467,157 |
All Filings in PMT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||