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Larson Financial Group’s Penumbra PEN Stock Holding History

Larson Financial Group’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 		$1.9K Sell
6
-2
-25% -$648 ﹤0.01% 3136
2026
Q1 		$2.63K Sell
8
-76
-90% -$25.7K ﹤0.01% 2876
2025
Q4 		$26.1K Buy
84
+82
+4,100% +$22.6K ﹤0.01% 1567
2025
Q3 		$507 Buy
2
+1
+100% +$252 ﹤0.01% 3099
2025
Q2 		$257 Sell
1
-28
-97% -$7.62K ﹤0.01% 3016
2025
Q1 		$7.75K Buy
+29
New +$7.84K ﹤0.01% 1729

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Larson Financial Group's PEN Position: Q2 2026 in Review

Larson Financial Group reduced its Penumbra (PEN) stake by 25% in Q2 2026, selling an estimated $648 and leaving 6 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3136.

Larson Financial Group first reported a position in PEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.1K in Q4 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Larson Financial Group held 6 shares of Penumbra worth $1.9K as of Q2 2026.
  • Larson Financial Group sold 2 Penumbra shares in Q2 2026, an estimated $648.
  • Penumbra made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3136 holding.
  • Larson Financial Group first reported a position in Penumbra in Q1 2025 and has held it in 6 quarters since.
  • Larson Financial Group's Penumbra position peaked at $26.1K in Q4 2025.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.