Bank holding companies continued to grow their trading-account holdings of MBS and CMBS during the fourth quarter, although industry-leader Chase reduced its portfolio. (Includes data chart.)

The correspondent share of conventional conforming edged up to 39.6% in the fourth quarter...

That retrenchment marks the slowest quarterly growth rate since early 2019...

Although margins are better in retail production, third-party origination platforms are good sources for purchase-mortgage business and more easily scaled to market demand. (Includes two data charts.)

Mutual funds, foreign investors and insurance companies boosted their MBS holdings during the fourth quarter as banks and the Federal Reserve pulled back. (Includes three data charts.)

Building a portfolio of home loans through branch offices is about as old-school as business gets.

The supply of Fannie/Freddie servicing stagnated and non-agency MBS lost momentum in the fourth quarter. But depository whole-loan portfolios are growing, as are the home-equity and government-insured markets. (Includes two data charts.)

S&P was the top rating service in vehicle ABS with a 38.9% share.

While it leaned away from MBS, Annaly continued to grow its portfolio of MSRs...

Armour Residential, Dynex, Invesco and MFA Financial all reported gains in MBS holdings, while the top tier posted declines in the fourth quarter. (Includes data chart.)