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USA FINANCIAL FORMULAS’s Penumbra PEN Stock Holding History

USA FINANCIAL FORMULAS’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 		$316 Buy
+1
New +$324 ﹤0.01% 408

Other funds holding PEN

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CAM
Carret Asset Management New York $1.14B AUM 35.33% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

USA FINANCIAL FORMULAS's PEN Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Penumbra (PEN) in Q2 2026: 1 share worth $316. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings.

131 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • USA FINANCIAL FORMULAS held 1 share of Penumbra worth $316 as of Q2 2026.
  • Penumbra was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Penumbra made up ﹤0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #408 holding.
  • 131 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.