Key Financial Inc’s Penumbra PEN Stock Holding History

Key Financial Inc’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	$6.32K	Hold	20	–	–	﹤0.01%	972
2026 Q1	$6.57K	Hold	20	–	–	﹤0.01%	976
2025 Q4	$6.22K	Hold	20	–	–	﹤0.01%	989
2025 Q3	$4.99K	Hold	20	–	–	﹤0.01%	1041
2025 Q2	$5.13K	Hold	20	–	–	﹤0.01%	1028
2025 Q1	$5.35K	Hold	20	–	–	﹤0.01%	982
2024 Q4	$4.75K	Hold	20	–	–	﹤0.01%	1010
2024 Q3	$3.89K	Hold	20	–	–	﹤0.01%	1026
2024 Q2	$3.6K	Hold	20	–	–	﹤0.01%	1027
2024 Q1	$4.46K	Hold	20	–	–	﹤0.01%	968
2023 Q4	$5.03K	Hold	20	–	–	﹤0.01%	932
2023 Q3	$4.84K	Hold	20	–	–	﹤0.01%	916
2023 Q2	$6.88K	Buy	+20	New	+$6.14K	﹤0.01%	824

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

Key Financial Inc's PEN Position: Q2 2026 in Review

Key Financial Inc held its Penumbra (PEN) position steady in Q2 2026 at 20 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Key Financial Inc first reported a position in PEN in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.88K in Q2 2023. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Key Financial Inc held 20 shares of Penumbra worth $6.32K as of Q2 2026.
Key Financial Inc left its Penumbra share count unchanged in Q2 2026.
Penumbra made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #972 holding.
Key Financial Inc first reported a position in Penumbra in Q2 2023 and has held it in 13 quarters since.
Key Financial Inc's Penumbra position peaked at $6.88K in Q2 2023.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.