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Fiduciary Financial Group’s Penumbra PEN Stock Holding History

Fiduciary Financial Group’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 		$221K Hold
700
– – 0.03% 355
2026
Q1 		$230K Hold
700
– – 0.03% 321
2025
Q4 		$218K Buy
+700
New +$193K 0.03% 308

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fiduciary Financial Group's PEN Position: Q2 2026 in Review

Fiduciary Financial Group held its Penumbra (PEN) position steady in Q2 2026 at 700 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #355.

Fiduciary Financial Group first reported a position in PEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $230K in Q1 2026. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Fiduciary Financial Group held 700 shares of Penumbra worth $221K as of Q2 2026.
  • Fiduciary Financial Group left its Penumbra share count unchanged in Q2 2026.
  • Penumbra made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #355 holding.
  • Fiduciary Financial Group first reported a position in Penumbra in Q4 2025 and has held it in 3 quarters since.
  • Fiduciary Financial Group's Penumbra position peaked at $230K in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.