CX Institutional’s Penumbra PEN Stock Holding History

CX Institutional’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	$2K	Hold	5	–	–	﹤0.01%	1481
2026 Q1	$2K	Buy	+5	New	+$1.69K	﹤0.01%	1462

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

CX Institutional's PEN Position: Q2 2026 in Review

CX Institutional held its Penumbra (PEN) position steady in Q2 2026 at 5 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

CX Institutional first reported a position in PEN in Q1 2026 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

CX Institutional held 5 shares of Penumbra worth $2K as of Q2 2026.
CX Institutional left its Penumbra share count unchanged in Q2 2026.
Penumbra made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1481 holding.
CX Institutional first reported a position in Penumbra in Q1 2026 and has held it in 2 quarters since.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.