Creative Financial Designs’s Penumbra PEN Stock Holding History

Creative Financial Designs’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	$1.9K	Hold	6	–	–	﹤0.01%	1912
2026 Q1	$1.97K	Buy	6 +3	+100%	+$1.02K	﹤0.01%	1782
2025 Q4	$933	Hold	3	–	–	﹤0.01%	1803
2025 Q3	$760	Hold	3	–	–	﹤0.01%	1858
2025 Q2	$770	Sell	3 -18	-86%	-$4.9K	﹤0.01%	1836
2025 Q1	$5.62K	Buy	+21	New	+$5.68K	﹤0.01%	1460

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Creative Financial Designs's PEN Position: Q2 2026 in Review

Creative Financial Designs held its Penumbra (PEN) position steady in Q2 2026 at 6 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

Creative Financial Designs first reported a position in PEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.62K in Q1 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Creative Financial Designs held 6 shares of Penumbra worth $1.9K as of Q2 2026.
Creative Financial Designs left its Penumbra share count unchanged in Q2 2026.
Penumbra made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1912 holding.
Creative Financial Designs first reported a position in Penumbra in Q1 2025 and has held it in 6 quarters since.
Creative Financial Designs's Penumbra position peaked at $5.62K in Q1 2025.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.