Superior Planning, LLC’s Penguin Solutions Inc PENG Stock Holding History

Superior Planning, LLC’s Portfolio PENG Stock Details PENG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.3K	Buy	+206	New	+$11.7K	﹤0.01%	892

Other funds holding PENG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's PENG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Penguin Solutions Inc (PENG) in Q3 2026: 206 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #892 among its holdings.

220 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

Superior Planning, LLC held 206 shares of Penguin Solutions Inc worth $11.3K as of Q3 2026.
Penguin Solutions Inc was a new Superior Planning, LLC position in Q3 2026.
Penguin Solutions Inc made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #892 holding.
220 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.