Align Financial’s Penumbra PEN Stock Holding History

Align Financial’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 Q3	$318	Buy	+1	New	+$321	﹤0.01%	566

Other funds holding PEN

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Align Financial's PEN Position: Q3 2026 in Review

Align Financial opened a new position in Penumbra (PEN) in Q3 2026: 1 share worth $318. The stake represents ﹤0.01% of the portfolio and ranks #566 among its holdings.

44 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

Align Financial held 1 share of Penumbra worth $318 as of Q3 2026.
Penumbra was a new Align Financial position in Q3 2026.
Penumbra made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #566 holding.
44 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.