Strive Financial Group
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Strive Financial Group’s Penumbra PEN Stock Holding History

Strive Financial Group’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 		$955 Buy
+3
New +$962 ﹤0.01% 1059

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Dimensional Fund Advisors
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Bank of New York Mellon
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Squarepoint
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Nuveen
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RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Strive Financial Group's PEN Position: Q3 2026 in Review

Strive Financial Group opened a new position in Penumbra (PEN) in Q3 2026: 3 shares worth $955. The stake represents ﹤0.01% of the portfolio and ranks #1059 among its holdings.

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

  • Strive Financial Group held 3 shares of Penumbra worth $955 as of Q3 2026.
  • Penumbra was a new Strive Financial Group position in Q3 2026.
  • Penumbra made up ﹤0.01% of Strive Financial Group's portfolio in Q3 2026, its #1059 holding.
  • 221 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on Strive Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.