UMB Bank’s Penumbra PEN Stock Holding History

UMB Bank’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 Q1	$149K	Buy	455 +13	+3%	+$4.4K	﹤0.01%	795
2025 Q4	$137K	Buy	442 +45	+11%	+$12.4K	﹤0.01%	808
2025 Q3	$101K	Sell	397 -24	-6%	-$6.05K	﹤0.01%	863
2025 Q2	$108K	Buy	421 +17	+4%	+$4.63K	﹤0.01%	797
2025 Q1	$108K	Buy	404 +212	+110%	+$57.3K	﹤0.01%	740
2024 Q4	$45.6K	Buy	192 +70	+57%	+$15.9K	﹤0.01%	952
2024 Q3	$23.7K	Buy	122 +110	+917%	+$20.8K	﹤0.01%	1149
2024 Q2	$2.16K	Buy	12 +2	+20%	+$399	﹤0.01%	1753
2024 Q1	$2.23K	Buy	+10	New	+$2.47K	﹤0.01%	1508
2022 Q3	–	Sell	-31	Closed	-$4K	–	1913
2022 Q2	$4K	Sell	31 -11	-26%	-$1.75K	﹤0.01%	1632
2022 Q1	$9K	Hold	42	–	–	﹤0.01%	1520
2021 Q4	$12K	Buy	+42	New	+$11.1K	﹤0.01%	1408

Other funds holding PEN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return