Rossby Financial’s Penumbra PEN Stock Holding History

Rossby Financial’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	$10.9K	Buy	33 +22	+200%	+$7.45K	﹤0.01%	1223
2025 Q4	$3.42K	Buy	11 +2	+22%	+$552	﹤0.01%	1222
2025 Q3	$2.25K	Buy	+9	New	+$2.27K	﹤0.01%	1126

Other funds holding PEN

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rossby Financial's PEN Position: Q1 2026 in Review

Rossby Financial increased its Penumbra (PEN) stake by 200% in Q1 2026, buying an estimated $7.45K and bringing the position to 33 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Rossby Financial first reported a position in PEN in Q3 2025 and has held it in 3 quarters since. 482 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

Rossby Financial held 33 shares of Penumbra worth $10.9K as of Q1 2026.
Rossby Financial bought 22 Penumbra shares in Q1 2026, an estimated $7.45K.
Penumbra made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1223 holding.
Rossby Financial first reported a position in Penumbra in Q3 2025 and has held it in 3 quarters since.
482 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.