TFC Financial Management’s Penumbra PEN Stock Holding History

TFC Financial Management’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	Closed	-$329	–	1073
2026 Q1	$329	Buy	+1	New	+$339	﹤0.01%	749

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

TFC Financial Management's PEN Position: Q2 2026 in Review

TFC Financial Management sold out of Penumbra (PEN) in Q2 2026, closing a stake of 1 share — an estimated $329 sold.

TFC Financial Management first reported a position in PEN in Q1 2026 and held it in 1 quarter. The position peaked at $329 in Q1 2026. 452 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

TFC Financial Management reported no remaining Penumbra position as of Q2 2026 after selling out during the quarter.
TFC Financial Management sold 1 Penumbra share in Q2 2026, an estimated $329.
TFC Financial Management first reported a position in Penumbra in Q1 2026 and held it in 1 quarter.
TFC Financial Management's Penumbra position peaked at $329 in Q1 2026.
452 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.