Financial Management Professionals’s Penumbra PEN Stock Holding History

Financial Management Professionals’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	$947	Hold	3	–	–	﹤0.01%	871
2026 Q1	$985	Hold	3	–	–	﹤0.01%	802
2025 Q4	$933	Hold	3	–	–	﹤0.01%	800
2025 Q3	$760	Hold	3	–	–	﹤0.01%	813
2025 Q2	$770	Hold	3	–	–	﹤0.01%	857
2025 Q1	$802	Hold	3	–	–	﹤0.01%	836
2024 Q4	$712	Hold	3	–	–	﹤0.01%	849
2024 Q3	$1K	Hold	3	–	–	﹤0.01%	866
2024 Q2	$1K	Hold	3	–	–	﹤0.01%	825
2024 Q1	$1K	Hold	3	–	–	﹤0.01%	882
2023 Q4	$1K	Hold	3	–	–	﹤0.01%	873
2023 Q3	$1K	Hold	3	–	–	﹤0.01%	818
2023 Q2	$1K	Hold	3	–	–	﹤0.01%	858
2023 Q1	$1K	Hold	3	–	–	﹤0.01%	924
2022 Q4	$1K	Buy	+3	New	+$587	﹤0.01%	851
2022 Q2	–	Sell	-5	Closed	-$1K	–	1085
2022 Q1	$1K	Buy	+5	New	+$1.11K	﹤0.01%	931

Other funds holding PEN

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return