Transamerica Financial Advisors’s Penumbra PEN Stock Holding History

Transamerica Financial Advisors’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	$4.42K	Buy	14 +6	+75%	+$1.94K	﹤0.01%	1151
2026 Q1	$2.63K	Sell	8 -4	-33%	-$1.35K	﹤0.01%	1153
2025 Q4	$3.73K	Buy	12 +9	+300%	+$2.49K	﹤0.01%	1010
2025 Q3	$760	Buy	+3	New	+$757	﹤0.01%	1217

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

Transamerica Financial Advisors's PEN Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Penumbra (PEN) stake by 75% in Q2 2026, buying an estimated $1.94K and bringing the position to 14 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Transamerica Financial Advisors first reported a position in PEN in Q3 2025 and has held it in 4 quarters since. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Transamerica Financial Advisors held 14 shares of Penumbra worth $4.42K as of Q2 2026.
Transamerica Financial Advisors bought 6 Penumbra shares in Q2 2026, an estimated $1.94K.
Penumbra made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1151 holding.
Transamerica Financial Advisors first reported a position in Penumbra in Q3 2025 and has held it in 4 quarters since.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.