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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
Q2 		$12.3K Buy
39
+6
+18% +$1.94K ﹤0.01% 1122
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
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

Rossby Financial's PEN Position: Q2 2026 in Review

Rossby Financial increased its Penumbra (PEN) stake by 18% in Q2 2026, buying an estimated $1.94K and bringing the position to 39 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Rossby Financial first reported a position in PEN in Q3 2025 and has held it in 4 quarters since. 452 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Rossby Financial held 39 shares of Penumbra worth $12.3K as of Q2 2026.
  • Rossby Financial bought 6 Penumbra shares in Q2 2026, an estimated $1.94K.
  • Penumbra made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1122 holding.
  • Rossby Financial first reported a position in Penumbra in Q3 2025 and has held it in 4 quarters since.
  • 452 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.