CIBC Private Wealth Group
PEN icon

CIBC Private Wealth Group’s Penumbra PEN Stock Holding History

CIBC Private Wealth Group’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
Q4 		$26.1K Buy
84
+81
+2,700% +$22.4K ﹤0.01% 2063
2025
Q3 		$760 Buy
3
+1
+50% +$252 ﹤0.01% 2848
2025
Q2 		$513 Sell
2
-83
-98% -$22.6K ﹤0.01% 2836
2025
Q1 		$21.7K Sell
85
-65
-43% -$17.6K ﹤0.01% 1960
2024
Q4 		$38.7K Hold
150
– – ﹤0.01% 1777
2024
Q3 		$29.1K Hold
150
– – ﹤0.01% 1994
2024
Q2 		$26.9K Sell
150
-17
-10% -$3.39K ﹤0.01% 1922
2024
Q1 		$36.3K Buy
+167
New +$41.3K ﹤0.01% 1798
2018
Q3 		– Sell
-47
Closed -$6K – 1497
2018
Q2 		$6K Buy
+47
New +$6.69K ﹤0.01% 1683

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group's PEN Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Penumbra (PEN) stake by 2,700% in Q4 2025, buying an estimated $22.4K and bringing the position to 84 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

CIBC Private Wealth Group first reported a position in PEN in Q2 2018 and has held it in 9 quarters since. The position peaked at $38.7K in Q4 2024. 438 funds tracked by Wall St. Rank hold PEN as of Q4 2025.

  • CIBC Private Wealth Group held 84 shares of Penumbra worth $26.1K as of Q4 2025.
  • CIBC Private Wealth Group bought 81 Penumbra shares in Q4 2025, an estimated $22.4K.
  • Penumbra made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2063 holding.
  • CIBC Private Wealth Group first reported a position in Penumbra in Q2 2018 and has held it in 9 quarters since.
  • CIBC Private Wealth Group's Penumbra position peaked at $38.7K in Q4 2024.
  • 438 funds tracked by Wall St. Rank held Penumbra as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.