Sumitomo Mitsui Trust Group
PEN icon

Sumitomo Mitsui Trust Group’s Penumbra PEN Stock Holding History

Sumitomo Mitsui Trust 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
Q2 		– Sell
-1,059
Closed -$348K – 1112
2026
Q1 		$348K Buy
1,059
+74
+8% +$25.1K ﹤0.01% 978
2025
Q4 		$306K Buy
+985
New +$272K ﹤0.01% 1007
2025
Q3 		– Sell
-2,420
Closed -$621K – 1077
2025
Q2 		$621K Sell
2,420
-3,998
-62% -$1.09M ﹤0.01% 899
2025
Q1 		$1.72M Buy
6,418
+148
+2% +$40K ﹤0.01% 810
2024
Q4 		$1.49M Sell
6,270
-67
-1% -$15.2K ﹤0.01% 847
2024
Q3 		$1.23M Sell
6,337
-62
-1% -$11.7K ﹤0.01% 881
2024
Q2 		$1.15M Sell
6,399
-394
-6% -$78.7K ﹤0.01% 888
2024
Q1 		$1.52M Buy
6,793
+27
+0.4% +$6.67K ﹤0.01% 922
2023
Q4 		$1.7M Sell
6,766
-16
-0.2% -$3.54K ﹤0.01% 917
2023
Q3 		$1.64M Buy
+6,782
New +$1.88M ﹤0.01% 931
2022
Q3 		– Sell
-4,025
Closed -$501K – 1233
2022
Q2 		$501K Hold
4,025
– – ﹤0.01% 1130
2022
Q1 		$894K Hold
4,025
– – ﹤0.01% 1057
2021
Q4 		$1.16M Hold
4,025
– – ﹤0.01% 1015
2021
Q3 		$1.07M Hold
4,025
– – ﹤0.01% 1023
2021
Q2 		$1.1M Sell
4,025
-517
-11% -$141K ﹤0.01% 1027
2021
Q1 		$1.23M Hold
4,542
– – ﹤0.01% 988
2020
Q4 		$795K Buy
4,542
+122
+3% +$26.7K ﹤0.01% 1018
2020
Q3 		$859K Buy
4,420
+74
+2% +$15.6K ﹤0.01% 983
2020
Q2 		$777K Sell
4,346
-100
-2% -$17.4K ﹤0.01% 982
2020
Q1 		$717K Buy
+4,446
New +$749K ﹤0.01% 968

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

Sumitomo Mitsui Trust Group's PEN Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group sold out of Penumbra (PEN) in Q2 2026, closing a stake of 1,059 shares — an estimated $348K sold.

Sumitomo Mitsui Trust Group first reported a position in PEN in Q1 2020 and held it in 20 quarters. The position peaked at $1.72M in Q1 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Sumitomo Mitsui Trust Group reported no remaining Penumbra position as of Q2 2026 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 1,059 Penumbra shares in Q2 2026, an estimated $348K.
  • Sumitomo Mitsui Trust Group first reported a position in Penumbra in Q1 2020 and held it in 20 quarters.
  • Sumitomo Mitsui Trust Group's Penumbra position peaked at $1.72M in Q1 2025.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.