FTWA
PEN icon

Fifth Third Wealth Advisors’s Penumbra PEN Stock Holding History

Fifth Third Wealth 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
Q2 		$490K Buy
1,552
+222
+17% +$71.9K 0.01% 497
2026
Q1 		$437K Buy
1,330
+98
+8% +$33.2K 0.01% 475
2025
Q4 		$383K Hold
1,232
– – 0.01% 474
2025
Q3 		$312K Sell
1,232
-25
-2% -$6.31K 0.01% 539
2025
Q2 		$323K Buy
1,257
+4
+0.3% +$1.09K 0.01% 505
2025
Q1 		$335K Buy
1,253
+3
+0.2% +$811 0.02% 458
2024
Q4 		$297K Sell
1,250
-50
-4% -$11.4K 0.02% 493
2024
Q3 		$253K Buy
1,300
+59
+5% +$11.1K 0.02% 544
2024
Q2 		$223K Buy
+1,241
New +$248K 0.02% 549

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

Fifth Third Wealth Advisors's PEN Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Penumbra (PEN) stake by 17% in Q2 2026, buying an estimated $71.9K and bringing the position to 1,552 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #497.

Fifth Third Wealth Advisors first reported a position in PEN in Q2 2024 and has held it in 9 quarters since. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Fifth Third Wealth Advisors held 1,552 shares of Penumbra worth $490K as of Q2 2026.
  • Fifth Third Wealth Advisors bought 222 Penumbra shares in Q2 2026, an estimated $71.9K.
  • Penumbra made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #497 holding.
  • Fifth Third Wealth Advisors first reported a position in Penumbra in Q2 2024 and has held it in 9 quarters since.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.