Commonwealth Equity Services
PENG

Commonwealth Equity Services’s Penguin Solutions Inc PENG Stock Holding History

Commonwealth Equity Services’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
Q2 		$2.55M Buy
33,516
+20,682
+161% +$941K ﹤0.01% 1903
2026
Q1 		$226K Buy
12,834
+15
+0.1% +$285 ﹤0.01% 3888
2025
Q4 		$251K Sell
12,819
-1,120
-8% -$24K ﹤0.01% 3801
2025
Q3 		$366K Buy
13,939
+123
+0.9% +$3.01K ﹤0.01% 3458
2025
Q2 		$274K Sell
13,816
-2,057
-13% -$37.2K ﹤0.01% 3684
2025
Q1 		$276K Sell
15,873
-5,238
-25% -$103K ﹤0.01% 3577
2024
Q4 		$405K Sell
21,111
-2,100
-9% -$38.3K ﹤0.01% 3145
2024
Q3 		$486K Buy
23,211
+12,923
+126% +$278K ﹤0.01% 2915
2024
Q2 		$235K Buy
10,288
+12
+0.1% +$250 ﹤0.01% 3515
2024
Q1 		$270K Buy
+10,276
New +$225K ﹤0.01% 3364
2023
Q3 		– Sell
-9,650
Closed -$280K – 3954
2023
Q2 		$280K Buy
+9,650
New +$193K ﹤0.01% 3117
2022
Q4 		– Sell
-11,449
Closed -$181K – 3813
2022
Q3 		$181K Buy
+11,449
New +$209K ﹤0.01% 3217
2022
Q2 		– Sell
-15,270
Closed -$394K – 3823
2022
Q1 		$394K Buy
15,270
+1,220
+9% +$34.4K ﹤0.01% 2728
2021
Q4 		$498K Buy
+14,050
New +$399K ﹤0.01% 2519

Other funds holding PENG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Commonwealth Equity Services's PENG Position: Q2 2026 in Review

Commonwealth Equity Services increased its Penguin Solutions Inc (PENG) stake by 161% in Q2 2026, buying an estimated $941K and bringing the position to 33,516 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Commonwealth Equity Services first reported a position in PENG in Q4 2021 and has held it in 14 quarters since. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Commonwealth Equity Services held 33,516 shares of Penguin Solutions Inc worth $2.55M as of Q2 2026.
  • Commonwealth Equity Services bought 20,682 Penguin Solutions Inc shares in Q2 2026, an estimated $941K.
  • Penguin Solutions Inc made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1903 holding.
  • Commonwealth Equity Services first reported a position in Penguin Solutions Inc in Q4 2021 and has held it in 14 quarters since.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.