Truist Financial
PEN icon

Truist Financial’s Penumbra PEN Stock Holding History

Truist Financial’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 		$319K Sell
1,011
-220
-18% -$71.3K ﹤0.01% 2494
2026
Q1 		$404K Buy
+1,231
New +$417K ﹤0.01% 2199
2025
Q2 		– Sell
-1,946
Closed -$520K – 2665
2025
Q1 		$520K Buy
+1,946
New +$526K ﹤0.01% 1853
2021
Q1 		– Sell
-2,201
Closed -$386K – 2710
2020
Q4 		$386K Sell
2,201
-300
-12% -$65.7K ﹤0.01% 2000
2020
Q3 		$486K Sell
2,501
-46
-2% -$9.68K ﹤0.01% 1752
2020
Q2 		$456K Buy
2,547
+946
+59% +$164K ﹤0.01% 1670
2020
Q1 		$258K Buy
+1,601
New +$270K ﹤0.01% 1957

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

Truist Financial's PEN Position: Q2 2026 in Review

Truist Financial reduced its Penumbra (PEN) stake by 18% in Q2 2026, selling an estimated $71.3K and leaving 1,011 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Truist Financial first reported a position in PEN in Q1 2020 and has held it in 7 quarters since. The position peaked at $520K in Q1 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Truist Financial held 1,011 shares of Penumbra worth $319K as of Q2 2026.
  • Truist Financial sold 220 Penumbra shares in Q2 2026, an estimated $71.3K.
  • Penumbra made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2494 holding.
  • Truist Financial first reported a position in Penumbra in Q1 2020 and has held it in 7 quarters since.
  • Truist Financial's Penumbra position peaked at $520K in Q1 2025.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.