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PineBridge Investments’s Penumbra PEN Stock Holding History

PineBridge Investments’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
2025
Q4 		– Sell
-2,081
Closed -$527K – 556
2025
Q3 		$527K Sell
2,081
-5,889
-74% -$1.49M ﹤0.01% 476
2025
Q2 		$2.05M Buy
7,970
+4,946
+164% +$1.35M 0.02% 428
2025
Q1 		$809K Sell
3,024
-11,401
-79% -$3.08M 0.01% 546
2024
Q4 		$3.43M Buy
14,425
+4,314
+43% +$981K 0.03% 393
2024
Q3 		$1.96M Buy
+10,111
New +$1.91M 0.01% 481
2023
Q3 		– Sell
-87
Closed -$29.9K – 904
2023
Q2 		$29.9K Buy
+87
New +$26.7K ﹤0.01% 750

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PineBridge Investments's PEN Position: Q4 2025 in Review

PineBridge Investments sold out of Penumbra (PEN) in Q4 2025, closing a stake of 2,081 shares — an estimated $527K sold.

PineBridge Investments first reported a position in PEN in Q2 2023 and held it in 6 quarters. The position peaked at $3.43M in Q4 2024. 439 funds tracked by Wall St. Rank hold PEN as of Q4 2025.

  • PineBridge Investments reported no remaining Penumbra position as of Q4 2025 after selling out during the quarter.
  • PineBridge Investments sold 2,081 Penumbra shares in Q4 2025, an estimated $527K.
  • PineBridge Investments first reported a position in Penumbra in Q2 2023 and held it in 6 quarters.
  • PineBridge Investments's Penumbra position peaked at $3.43M in Q4 2024.
  • 439 funds tracked by Wall St. Rank held Penumbra as of Q4 2025.

Based on PineBridge Investments's 13F filing for Q4 2025, filed 11 Feb 2026.