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	–	1084
2022 Q1	$1K	Buy	+5	New	+$1.11K	﹤0.01%	931

Other funds holding PEN

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

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Financial Management Professionals's PEN Position: Q2 2026 in Review

Financial Management Professionals held its Penumbra (PEN) position steady in Q2 2026 at 3 shares worth $947. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Financial Management Professionals first reported a position in PEN in Q1 2022 and has held it in 16 quarters since. The position peaked at $1K in Q3 2024. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Financial Management Professionals held 3 shares of Penumbra worth $947 as of Q2 2026.
Financial Management Professionals left its Penumbra share count unchanged in Q2 2026.
Penumbra made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #871 holding.
Financial Management Professionals first reported a position in Penumbra in Q1 2022 and has held it in 16 quarters since.
Financial Management Professionals's Penumbra position peaked at $1K in Q3 2024.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.