James T. Borello
PEN icon

James T. Borello’s Penumbra PEN Stock Holding History

James T. Borello’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 		$637 Hold
2
– – ﹤0.01% 1025
2026
Q2 		$632 Sell
2
-8
-80% -$2.59K ﹤0.01% 1046
2026
Q1 		$3.28K Buy
10
+8
+400% +$2.71K ﹤0.01% 853
2025
Q4 		$622 Sell
2
-8
-80% -$2.21K ﹤0.01% 922
2025
Q3 		$2.53K Buy
+10
New +$2.52K ﹤0.01% 689

Other funds holding PEN

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Oak Harbor Wealth Partners
Oak Harbor Wealth Partners Raleigh, North Carolina $269M AUM 17.64% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

James T. Borello's PEN Position: Q3 2026 in Review

James T. Borello held its Penumbra (PEN) position steady in Q3 2026 at 2 shares worth $637. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

James T. Borello first reported a position in PEN in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.28K in Q1 2026. 96 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

  • James T. Borello held 2 shares of Penumbra worth $637 as of Q3 2026.
  • James T. Borello left its Penumbra share count unchanged in Q3 2026.
  • Penumbra made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1025 holding.
  • James T. Borello first reported a position in Penumbra in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Penumbra position peaked at $3.28K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.