SYM Financial Corp’s Penumbra PEN Stock Holding History

SYM Financial Corp’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	-612	Closed	-$201K	–	561
2026 Q1	$201K	Sell	612 -49	-7%	-$16.6K	0.02%	321
2025 Q4	$206K	Buy	+661	New	+$183K	0.02%	314

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SYM Financial Corp's PEN Position: Q2 2026 in Review

SYM Financial Corp sold out of Penumbra (PEN) in Q2 2026, closing a stake of 612 shares — an estimated $201K sold.

SYM Financial Corp first reported a position in PEN in Q4 2025 and held it in 2 quarters. The position peaked at $206K in Q4 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

SYM Financial Corp reported no remaining Penumbra position as of Q2 2026 after selling out during the quarter.
SYM Financial Corp sold 612 Penumbra shares in Q2 2026, an estimated $201K.
SYM Financial Corp first reported a position in Penumbra in Q4 2025 and held it in 2 quarters.
SYM Financial Corp's Penumbra position peaked at $206K in Q4 2025.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.