Whittier Trust’s Penumbra PEN Stock Holding History

Whittier Trust’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
2025 Q4	–	Sell	-27	Closed	-$6.91K	–	1411
2025 Q3	$6.91K	Buy	+27	New	+$6.81K	﹤0.01%	1183

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Whittier Trust's PEN Position: Q4 2025 in Review

Whittier Trust sold out of Penumbra (PEN) in Q4 2025, closing a stake of 27 shares — an estimated $6.91K sold.

Whittier Trust first reported a position in PEN in Q3 2025 and held it in 1 quarter. The position peaked at $6.91K in Q3 2025. 439 funds tracked by Wall St. Rank hold PEN as of Q4 2025.

Whittier Trust reported no remaining Penumbra position as of Q4 2025 after selling out during the quarter.
Whittier Trust sold 27 Penumbra shares in Q4 2025, an estimated $6.91K.
Whittier Trust first reported a position in Penumbra in Q3 2025 and held it in 1 quarter.
Whittier Trust's Penumbra position peaked at $6.91K in Q3 2025.
439 funds tracked by Wall St. Rank held Penumbra as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.