Planning Strategies Inc.’s Penumbra PEN Stock Holding History

Planning Strategies Inc.’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%	941

Other funds holding PEN

CIEC

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Planning Strategies Inc.'s PEN Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Penumbra (PEN) in Q2 2026: 1 share worth $316. The stake represents ﹤0.01% of the portfolio and ranks #941 among its holdings.

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

Planning Strategies Inc. held 1 share of Penumbra worth $316 as of Q2 2026.
Penumbra was a new Planning Strategies Inc. position in Q2 2026.
Penumbra made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #941 holding.
89 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.