Janney Montgomery Scott
PEN icon

Janney Montgomery Scott’s Penumbra PEN Stock Holding History

Janney Montgomery Scott’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
2025
Q3 		– Sell
-24,749
Closed -$6.35M – 2946
2025
Q2 		$6.35M Buy
24,749
+21,718
+717% +$5.91M 0.02% 724
2025
Q1 		$811K Hold
3,031
– – ﹤0.01% 1678
2024
Q4 		$720K Hold
3,031
– – ﹤0.01% 1768
2024
Q3 		$589K Sell
3,031
-57
-2% -$10.8K ﹤0.01% 1867
2024
Q2 		$556K Hold
3,088
– – ﹤0.01% 1806
2024
Q1 		$689K Buy
+3,088
New +$763K ﹤0.01% 1739
2022
Q2 		– Sell
-5,531
Closed -$1.23M – 2407
2022
Q1 		$1.23M Buy
5,531
+531
+11% +$118K 0.01% 1148
2021
Q4 		$1.44M Hold
5,000
– – 0.01% 1143
2021
Q3 		$1.33M Hold
5,000
– – 0.01% 1148
2021
Q2 		$1.37M Buy
+5,000
New +$1.36M 0.01% 1121

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janney Montgomery Scott's PEN Position: Q3 2025 in Review

Janney Montgomery Scott sold out of Penumbra (PEN) in Q3 2025, closing a stake of 24,749 shares — an estimated $6.35M sold.

Janney Montgomery Scott first reported a position in PEN in Q2 2021 and held it in 10 quarters. The position peaked at $6.35M in Q2 2025. 420 funds tracked by Wall St. Rank hold PEN as of Q3 2025.

  • Janney Montgomery Scott reported no remaining Penumbra position as of Q3 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 24,749 Penumbra shares in Q3 2025, an estimated $6.35M.
  • Janney Montgomery Scott first reported a position in Penumbra in Q2 2021 and held it in 10 quarters.
  • Janney Montgomery Scott's Penumbra position peaked at $6.35M in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Penumbra as of Q3 2025.

Based on Janney Montgomery Scott's 13F filing for Q3 2025, filed 27 Oct 2025.