HFS
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Hughes Financial Services’s Penumbra PEN Stock Holding History

Hughes Financial Services’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 		$4.11K Buy
13
+8
+160% +$2.59K ﹤0.01% 568
2026
Q1 		$1.64K Buy
5
+1
+25% +$339 ﹤0.01% 656
2025
Q4 		$1.24K Buy
+4
New +$1.1K ﹤0.01% 669

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 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 $3.38T AUM 44.17% 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

Hughes Financial Services's PEN Position: Q2 2026 in Review

Hughes Financial Services increased its Penumbra (PEN) stake by 160% in Q2 2026, buying an estimated $2.59K and bringing the position to 13 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Hughes Financial Services first reported a position in PEN in Q4 2025 and has held it in 3 quarters since. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Hughes Financial Services held 13 shares of Penumbra worth $4.11K as of Q2 2026.
  • Hughes Financial Services bought 8 Penumbra shares in Q2 2026, an estimated $2.59K.
  • Penumbra made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #568 holding.
  • Hughes Financial Services first reported a position in Penumbra in Q4 2025 and has held it in 3 quarters since.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.