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Cornerstone Planning Group’s Penumbra PEN Stock Holding History

Cornerstone Planning 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
2026
Q2 		$950 Sell
3
-84
-97% -$27.2K ﹤0.01% 1523
2026
Q1 		$28.2K Sell
87
-28
-24% -$9.48K ﹤0.01% 560
2025
Q4 		$41.3K Sell
115
-789
-87% -$218K 0.01% 393
2025
Q3 		$133K Buy
+904
New +$228K 0.02% 185

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CAM
Carret Asset Management New York $1.14B AUM 35.33% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Cornerstone Planning Group's PEN Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Penumbra (PEN) stake by 97% in Q2 2026, selling an estimated $27.2K and leaving 3 shares worth $950. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Cornerstone Planning Group first reported a position in PEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $133K in Q3 2025. 179 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Cornerstone Planning Group held 3 shares of Penumbra worth $950 as of Q2 2026.
  • Cornerstone Planning Group sold 84 Penumbra shares in Q2 2026, an estimated $27.2K.
  • Penumbra made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1523 holding.
  • Cornerstone Planning Group first reported a position in Penumbra in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Penumbra position peaked at $133K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.