PFS
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Prospera Financial Services’s Penumbra PEN Stock Holding History

Prospera 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
Q1 		– Sell
-2,841
Closed -$883K – 1481
2025
Q4 		$883K Buy
2,841
+318
+13% +$87.8K 0.01% 720
2025
Q3 		$639K Buy
+2,523
New +$636K 0.01% 845
2024
Q2 		– Sell
-1,180
Closed -$263K – 1174
2024
Q1 		$263K Sell
1,180
-170
-13% -$42K 0.01% 944
2023
Q4 		$340K Buy
+1,350
New +$298K 0.01% 794
2023
Q2 		– Sell
-5,748
Closed -$1.6M – 1059
2023
Q1 		$1.6M Buy
+5,748
New +$1.47M 0.07% 301

Other funds holding PEN

BlackRock
BlackRock New York $5.72T 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 $9.85B 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 $240B 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 $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prospera Financial Services's PEN Position: Q1 2026 in Review

Prospera Financial Services sold out of Penumbra (PEN) in Q1 2026, closing a stake of 2,841 shares — an estimated $883K sold.

Prospera Financial Services first reported a position in PEN in Q1 2023 and held it in 5 quarters. The position peaked at $1.6M in Q1 2023. 482 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • Prospera Financial Services reported no remaining Penumbra position as of Q1 2026 after selling out during the quarter.
  • Prospera Financial Services sold 2,841 Penumbra shares in Q1 2026, an estimated $883K.
  • Prospera Financial Services first reported a position in Penumbra in Q1 2023 and held it in 5 quarters.
  • Prospera Financial Services's Penumbra position peaked at $1.6M in Q1 2023.
  • 482 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.