Vanguard Portfolio Management LLC filed an amended beneficial ownership statement with the SEC on October 30, 2026, disclosing a 3.95% stake in PennyMac Mortgage Investment Trust common stock as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: Vanguard Portfolio Management reported holding 3,449,084 shares of PennyMac Mortgage Investment Trust common stock.
  • Percent of class: The reported position represents 3.95% of the outstanding class of common stock.
  • Sole voting power: Vanguard Portfolio Management holds sole voting power over 42,241 shares, with zero shares subject to shared voting power.
  • Sole dispositive power: The filer holds sole dispositive power over all 3,449,084 shares, with no shared dispositive power reported.
  • Triggering date: The event requiring the filing occurred on September 30, 2026, according to the statement.
  • Amendment: This filing is Amendment No. 1 to a previously filed statement.

Vanguard Portfolio Management's Disclosed Position in PennyMac Mortgage Investment Trust

According to the filing, Vanguard Portfolio Management LLC, organized in Pennsylvania and acting as an investment adviser, reported aggregate beneficial ownership of 3,449,084 shares of common stock in PennyMac Mortgage Investment Trust (NYSE:PMT), a real estate investment trust focused on mortgage-related assets and headquartered at 3043 Townsgate Road, Suite 200, Westlake Village, California. The filing covers the period ending September 30, 2026, and was submitted on October 30, 2026, as Amendment No. 1.

The filing disclosed that the position includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, as well as securities held by clients of its affiliates, Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. The statement noted that it does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC whose ownership is disaggregated from that of the reporting business unit under SEC Release No. 34-39538 (January 12, 1998).

The filing further stated that Vanguard Portfolio Management, including registered investment companies and other managed accounts, holds the right to receive or direct the receipt of dividends from, or proceeds from the sale of, the securities reported. The filer certified that no single other person's interest in the reported securities exceeds 5%. The filing also confirmed that the securities were acquired and are held in the ordinary course of business, and were not acquired for the purpose of changing or influencing control of PennyMac Mortgage Investment Trust.

What Was Disclosed

Vanguard Portfolio Management LLC disclosed an amended beneficial ownership position of 3,449,084 shares, or 3.95%, of PennyMac Mortgage Investment Trust common stock (CUSIP 70931T103), with sole dispositive power over the full position and sole voting power over 42,241 shares as of September 30, 2026.