Key Financial Inc
PEN icon

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
Q3 		$6.37K Hold
20
– – ﹤0.01% 955
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Carret Asset Management
Carret Asset Management New York $1.14B AUM 25.06% 1-Year Est. Return
C WorldWide Group
C WorldWide Group Copenhagen, Denmark $3.96B AUM 10.41% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Key Financial Inc's PEN Position: Q3 2026 in Review

Key Financial Inc held its Penumbra (PEN) position steady in Q3 2026 at 20 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Key Financial Inc first reported a position in PEN in Q2 2023 and has held it in 14 quarters since. The position peaked at $6.88K in Q2 2023. 164 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

  • Key Financial Inc held 20 shares of Penumbra worth $6.37K as of Q3 2026.
  • Key Financial Inc left its Penumbra share count unchanged in Q3 2026.
  • Penumbra made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #955 holding.
  • Key Financial Inc first reported a position in Penumbra in Q2 2023 and has held it in 14 quarters since.
  • Key Financial Inc's Penumbra position peaked at $6.88K in Q2 2023.
  • 164 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.