KFI
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return