SVB Wealth’s Penumbra PEN Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-49	Closed	-$13.1K	–	1289
2025 Q1	$13.1K	Buy	+49	New	+$13.3K	﹤0.01%	828

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's PEN Position: Q2 2025 in Review

SVB Wealth sold out of Penumbra (PEN) in Q2 2025, closing a stake of 49 shares — an estimated $13.1K sold.

SVB Wealth first reported a position in PEN in Q1 2025 and held it in 1 quarter. The position peaked at $13.1K in Q1 2025. 450 funds tracked by Wall St. Rank hold PEN as of Q2 2025.

SVB Wealth reported no remaining Penumbra position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 49 Penumbra shares in Q2 2025, an estimated $13.1K.
SVB Wealth first reported a position in Penumbra in Q1 2025 and held it in 1 quarter.
SVB Wealth's Penumbra position peaked at $13.1K in Q1 2025.
450 funds tracked by Wall St. Rank held Penumbra as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.