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
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 $5.7T 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 $7.94B 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 $134B 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 $50.9B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return