Ares Financial Consulting’s Penumbra PEN Stock Holding History

Ares Financial Consulting’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	–	Sell	-2	Closed	-$632	–	1118
2026 Q2	$632	Buy	+2	New	+$648	﹤0.01%	1068

Other funds holding PEN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Carret Asset Management New York $1.14B AUM 25.06% 1-Year Est. Return

C WorldWide Group Copenhagen, Denmark $3.96B AUM 10.41% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Ares Financial Consulting's PEN Position: Q3 2026 in Review

Ares Financial Consulting sold out of Penumbra (PEN) in Q3 2026, closing a stake of 2 shares — an estimated $632 sold.

Ares Financial Consulting first reported a position in PEN in Q2 2026 and held it in 1 quarter. The position peaked at $632 in Q2 2026. 164 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

Ares Financial Consulting reported no remaining Penumbra position as of Q3 2026 after selling out during the quarter.
Ares Financial Consulting sold 2 Penumbra shares in Q3 2026, an estimated $632.
Ares Financial Consulting first reported a position in Penumbra in Q2 2026 and held it in 1 quarter.
Ares Financial Consulting's Penumbra position peaked at $632 in Q2 2026.
164 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.