Fragasso Financial Advisors’s Penumbra PEN Stock Holding History

Fragasso Financial 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	$251K	Buy	+787	New	+$252K	0.01%	330

Other funds holding PEN

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Fragasso Financial Advisors's PEN Position: Q3 2026 in Review

Fragasso Financial Advisors opened a new position in Penumbra (PEN) in Q3 2026: 787 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings.

18 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

Fragasso Financial Advisors held 787 shares of Penumbra worth $251K as of Q3 2026.
Penumbra was a new Fragasso Financial Advisors position in Q3 2026.
Penumbra made up 0.01% of Fragasso Financial Advisors's portfolio in Q3 2026, its #330 holding.
18 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on Fragasso Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.