Farmers & Merchants Investments Inc’s Penumbra PEN Stock Holding History

Farmers & Merchants Investments Inc’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	$11.1K	Hold	35	–	–	﹤0.01%	766
2026 Q1	$11.5K	Hold	35	–	–	﹤0.01%	733
2025 Q4	$10.9K	Buy	35 +1	+3%	+$276	﹤0.01%	725
2025 Q3	$8.61K	Buy	34 +1	+3%	+$252	﹤0.01%	790
2025 Q2	$8.47K	Buy	33 +4	+14%	+$1.09K	﹤0.01%	763
2025 Q1	$7.75K	Buy	29 +13	+81%	+$3.52K	﹤0.01%	755
2024 Q4	$3.8K	Hold	16	–	–	﹤0.01%	869
2024 Q3	$3.11K	Hold	16	–	–	﹤0.01%	956
2024 Q2	$2.88K	Hold	16	–	–	﹤0.01%	964
2024 Q1	$3.57K	Hold	16	–	–	﹤0.01%	853
2023 Q4	$4.03K	Hold	16	–	–	﹤0.01%	801
2023 Q3	$3.87K	Sell	16 -1	-6%	-$278	﹤0.01%	786
2023 Q2	$5.85K	Hold	17	–	–	﹤0.01%	733
2023 Q1	$4.74K	Sell	17 -11	-39%	-$2.81K	﹤0.01%	735
2022 Q4	$6.23K	Buy	28 +14	+100%	+$2.74K	﹤0.01%	733
2022 Q3	$3K	Buy	+14	New	+$2.25K	﹤0.01%	886

Other funds holding PEN

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

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

Farmers & Merchants Investments Inc's PEN Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Penumbra (PEN) position steady in Q2 2026 at 35 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Farmers & Merchants Investments Inc first reported a position in PEN in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.5K in Q1 2026. 189 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Farmers & Merchants Investments Inc held 35 shares of Penumbra worth $11.1K as of Q2 2026.
Farmers & Merchants Investments Inc left its Penumbra share count unchanged in Q2 2026.
Penumbra made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #766 holding.
Farmers & Merchants Investments Inc first reported a position in Penumbra in Q3 2022 and has held it in 16 quarters since.
Farmers & Merchants Investments Inc's Penumbra position peaked at $11.5K in Q1 2026.
189 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.