FFA
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Farther Finance Advisors’s Penumbra PEN Stock Holding History

Farther Finance Advisors’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
Q3 		$44.6K Sell
140
-35
-20% -$11.2K ﹤0.01% 3525
2026
Q2 		$55.3K Buy
175
+37
+27% +$12K ﹤0.01% 3175
2026
Q1 		$45.4K Sell
138
-40
-22% -$13.5K ﹤0.01% 3059
2025
Q4 		$55.3K Buy
178
+38
+27% +$10.5K ﹤0.01% 2751
2025
Q3 		$35.5K Sell
140
-2,122
-94% -$535K ﹤0.01% 2651
2025
Q2 		$580K Buy
2,262
+1,817
+408% +$495K 0.01% 841
2025
Q1 		$121K Buy
445
+382
+606% +$103K ﹤0.01% 1446
2024
Q4 		$15K Sell
63
-1
-2% -$227 ﹤0.01% 2210
2024
Q3 		$12.4K Buy
64
+11
+21% +$2.08K ﹤0.01% 2280
2024
Q2 		$9.39K Buy
53
+15
+39% +$3K ﹤0.01% 2110
2024
Q1 		$8.26K Buy
38
+1
+3% +$247 ﹤0.01% 1841
2023
Q4 		$9.31K Buy
37
+36
+3,600% +$7.96K ﹤0.01% 1644
2023
Q3 		$242 Buy
+1
New +$278 ﹤0.01% 2434
2023
Q1 		– Sell
-40
Closed -$8.9K – 2412
2022
Q4 		$8.9K Buy
+40
New +$7.82K ﹤0.01% 982

Other funds holding PEN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors's PEN Position: Q3 2026 in Review

Farther Finance Advisors reduced its Penumbra (PEN) stake by 20% in Q3 2026, selling an estimated $11.2K and leaving 140 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3525.

Farther Finance Advisors first reported a position in PEN in Q4 2022 and has held it in 14 quarters since. The position peaked at $580K in Q2 2025. 11 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

  • Farther Finance Advisors held 140 shares of Penumbra worth $44.6K as of Q3 2026.
  • Farther Finance Advisors sold 35 Penumbra shares in Q3 2026, an estimated $11.2K.
  • Penumbra made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3525 holding.
  • Farther Finance Advisors first reported a position in Penumbra in Q4 2022 and has held it in 14 quarters since.
  • Farther Finance Advisors's Penumbra position peaked at $580K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.