RAFFA WEALTH MANAGEMENT, LLC’s Penumbra PEN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$2.53K	Hold	8	–	–	﹤0.01%	765
2026 Q1	$2.63K	Hold	8	–	–	﹤0.01%	681
2025 Q4	$2.49K	Hold	8	–	–	﹤0.01%	689
2025 Q3	$2.03K	Hold	8	–	–	﹤0.01%	701
2025 Q2	$2.05K	Hold	8	–	–	﹤0.01%	679
2025 Q1	$2.14K	Hold	8	–	–	﹤0.01%	614
2024 Q4	$1.9K	Hold	8	–	–	﹤0.01%	681
2024 Q3	$1.55K	Hold	8	–	–	﹤0.01%	711
2024 Q2	$1.44K	Hold	8	–	–	﹤0.01%	799
2024 Q1	$1.78K	Hold	8	–	–	﹤0.01%	736
2023 Q4	$2.01K	Hold	8	–	–	﹤0.01%	616
2023 Q3	$1.94K	Hold	8	–	–	﹤0.01%	593
2023 Q2	$2.75K	Hold	8	–	–	﹤0.01%	517
2023 Q1	$2.23K	Hold	8	–	–	﹤0.01%	576
2022 Q4	$1.78K	Hold	8	–	–	﹤0.01%	628
2022 Q3	$1.52K	Hold	8	–	–	﹤0.01%	681
2022 Q2	$996	Hold	8	–	–	﹤0.01%	823
2022 Q1	$1.78K	Hold	8	–	–	﹤0.01%	668
2021 Q4	$2.3K	Hold	8	–	–	﹤0.01%	618
2021 Q3	$2.13K	Hold	8	–	–	﹤0.01%	597
2021 Q2	$2.19K	Hold	8	–	–	﹤0.01%	601
2021 Q1	$2.17K	Hold	8	–	–	﹤0.01%	614
2020 Q4	$1.4K	Hold	8	–	–	﹤0.01%	651
2020 Q3	$1.55K	Hold	8	–	–	﹤0.01%	555
2020 Q2	$1.43K	Sell	8 -5	-38%	-$868	﹤0.01%	555
2020 Q1	$2.1K	Buy	13 +5	+63%	+$842	﹤0.01%	418
2019 Q4	$1.31K	Hold	8	–	–	﹤0.01%	512
2019 Q3	$1.08K	Buy	+8	New	+$1.24K	﹤0.01%	570
2017 Q3	–	Sell	-15	Closed	-$1.32K	–	354
2017 Q2	$1.32K	Buy	15 +5	+50%	+$425	﹤0.01%	327
2017 Q1	$835	Buy	+10	New	+$757	﹤0.01%	345

Other funds holding PEN

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

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

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PEN Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Penumbra (PEN) position steady in Q2 2026 at 8 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PEN in Q1 2017 and has held it in 30 quarters since. The position peaked at $2.75K in Q2 2023. 87 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 8 shares of Penumbra worth $2.53K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Penumbra share count unchanged in Q2 2026.
Penumbra made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #765 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Penumbra in Q1 2017 and has held it in 30 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Penumbra position peaked at $2.75K in Q2 2023.
87 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.