Everence Capital Management’s Penumbra PEN Stock Holding History

Everence Capital Management’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	$404K	Hold	1,280	–	–	0.02%	505
2026 Q1	$420K	Hold	1,280	–	–	0.03%	437
2025 Q4	$398K	Hold	1,280	–	–	0.02%	467
2025 Q3	$324K	Hold	1,280	–	–	0.02%	570
2025 Q2	$328K	Hold	1,280	–	–	0.02%	545
2025 Q1	$342K	Hold	1,280	–	–	0.02%	514
2024 Q4	$304K	Buy	+1,280	New	+$291K	0.02%	571

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

Everence Capital Management's PEN Position: Q2 2026 in Review

Everence Capital Management held its Penumbra (PEN) position steady in Q2 2026 at 1,280 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #505.

Everence Capital Management first reported a position in PEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q1 2026. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Everence Capital Management held 1,280 shares of Penumbra worth $404K as of Q2 2026.
Everence Capital Management left its Penumbra share count unchanged in Q2 2026.
Penumbra made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #505 holding.
Everence Capital Management first reported a position in Penumbra in Q4 2024 and has held it in 7 quarters since.
Everence Capital Management's Penumbra position peaked at $420K in Q1 2026.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.