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Action Point Financial Planning’s Penumbra PEN Stock Holding History

Action Point Financial Planning’s Portfolio PEN Stock Details PEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.53K Buy
+8
New +$2.59K ﹤0.01% 2150

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Action Point Financial Planning's PEN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Penumbra (PEN) in Q2 2026: 8 shares worth $2.53K. The stake represents ﹤0.01% of the portfolio and ranks #2150 among its holdings.

448 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Action Point Financial Planning held 8 shares of Penumbra worth $2.53K as of Q2 2026.
  • Penumbra was a new Action Point Financial Planning position in Q2 2026.
  • Penumbra made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2150 holding.
  • 448 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.