Root Financial Partners
PEN icon

Root Financial Partners’s Penumbra PEN Stock Holding History

Root Financial Partners’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
Q3 		$4.78K Buy
+15
New +$4.81K ﹤0.01% 2251

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UBS Group
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Arrowstreet Capital
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Root Financial Partners's PEN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Penumbra (PEN) in Q3 2026: 15 shares worth $4.78K. The stake represents ﹤0.01% of the portfolio and ranks #2251 among its holdings.

323 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

  • Root Financial Partners held 15 shares of Penumbra worth $4.78K as of Q3 2026.
  • Penumbra was a new Root Financial Partners position in Q3 2026.
  • Penumbra made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2251 holding.
  • 323 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.