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Mirabella Financial Services’s Penumbra PEN Stock Holding History

Mirabella Financial Services’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 		– Sell
-790
Closed -$259K – 1048
2026
Q1 		$259K Sell
790
-548
-41% -$186K 0.02% 567
2025
Q4 		$416K Buy
+1,338
New +$370K 0.04% 339
2023
Q3 		– Sell
-8,996
Closed -$3.1M – 563
2023
Q2 		$3.1M Buy
+8,996
New +$2.76M 0.34% 89

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HI
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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

Mirabella Financial Services's PEN Position: Q2 2026 in Review

Mirabella Financial Services sold out of Penumbra (PEN) in Q2 2026, closing a stake of 790 shares — an estimated $259K sold.

Mirabella Financial Services first reported a position in PEN in Q2 2023 and held it in 3 quarters. The position peaked at $3.1M in Q2 2023. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Mirabella Financial Services reported no remaining Penumbra position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 790 Penumbra shares in Q2 2026, an estimated $259K.
  • Mirabella Financial Services first reported a position in Penumbra in Q2 2023 and held it in 3 quarters.
  • Mirabella Financial Services's Penumbra position peaked at $3.1M in Q2 2023.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.