Stifel Financial
PEN icon

Stifel Financial’s Penumbra PEN Stock Holding History

Stifel 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 		$549K Sell
1,739
-1,439
-45% -$466K ﹤0.01% 2922
2026
Q1 		$1.04M Sell
3,178
-153
-5% -$51.8K ﹤0.01% 2428
2025
Q4 		$1.04M Buy
3,331
+466
+16% +$129K ﹤0.01% 2424
2025
Q3 		$726K Sell
2,865
-66
-2% -$16.6K ﹤0.01% 2587
2025
Q2 		$752K Sell
2,931
-78
-3% -$21.2K ﹤0.01% 2526
2025
Q1 		$805K Buy
3,009
+4
+0.1% +$1.08K ﹤0.01% 2368
2024
Q4 		$714K Buy
3,005
+23
+0.8% +$5.23K ﹤0.01% 2465
2024
Q3 		$579K Sell
2,982
-399
-12% -$75.4K ﹤0.01% 2583
2024
Q2 		$609K Buy
+3,381
New +$675K ﹤0.01% 2501
2023
Q4 		– Sell
-1,749
Closed -$423K – 3398
2023
Q3 		$423K Buy
1,749
+453
+35% +$126K ﹤0.01% 2589
2023
Q2 		$446K Buy
1,296
+152
+13% +$46.7K ﹤0.01% 2592
2023
Q1 		$319K Buy
+1,144
New +$292K ﹤0.01% 2771
2017
Q4 		– Sell
-13,513
Closed -$1.22M – 2710
2017
Q3 		$1.22M Sell
13,513
-2,713
-17% -$234K ﹤0.01% 1383
2017
Q2 		$1.42M Buy
16,226
+340
+2% +$28.9K 0.01% 1265
2017
Q1 		$1.32M Buy
+15,886
New +$1.2M 0.01% 1296

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

Stifel Financial's PEN Position: Q2 2026 in Review

Stifel Financial reduced its Penumbra (PEN) stake by 45% in Q2 2026, selling an estimated $466K and leaving 1,739 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #2922.

Stifel Financial first reported a position in PEN in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.42M in Q2 2017. 452 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Stifel Financial held 1,739 shares of Penumbra worth $549K as of Q2 2026.
  • Stifel Financial sold 1,439 Penumbra shares in Q2 2026, an estimated $466K.
  • Penumbra made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2922 holding.
  • Stifel Financial first reported a position in Penumbra in Q1 2017 and has held it in 15 quarters since.
  • Stifel Financial's Penumbra position peaked at $1.42M in Q2 2017.
  • 452 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.