BOK Financial’s Penumbra PEN Stock Holding History

BOK 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
2025 Q3	–	Sell	-79	Closed	-$20.3K	–	1181
2025 Q2	$20.3K	Buy	+79	New	+$21.5K	﹤0.01%	907
2024 Q2	–	Sell	-7	Closed	-$1.52K	–	1242
2024 Q1	$1.52K	Hold	7	–	–	﹤0.01%	1078
2023 Q4	$1.76K	Buy	+7	New	+$1.55K	﹤0.01%	1115

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BOK Financial's PEN Position: Q3 2025 in Review

BOK Financial sold out of Penumbra (PEN) in Q3 2025, closing a stake of 79 shares — an estimated $20.3K sold.

BOK Financial first reported a position in PEN in Q4 2023 and held it in 3 quarters. The position peaked at $20.3K in Q2 2025. 420 funds tracked by Wall St. Rank hold PEN as of Q3 2025.

BOK Financial reported no remaining Penumbra position as of Q3 2025 after selling out during the quarter.
BOK Financial sold 79 Penumbra shares in Q3 2025, an estimated $20.3K.
BOK Financial first reported a position in Penumbra in Q4 2023 and held it in 3 quarters.
BOK Financial's Penumbra position peaked at $20.3K in Q2 2025.
420 funds tracked by Wall St. Rank held Penumbra as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.