Concurrent Investment Advisors’s Penguin Solutions Inc PENG Stock Holding History

Concurrent Investment Advisors’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	$152K	Buy	+2,000	New	+$91K	﹤0.01%	1984

Other funds holding PENG

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Concurrent Investment Advisors's PENG Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 961 shares worth $73K. The stake represents ﹤0.01% of the portfolio and ranks #2052 among its holdings.

352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

Concurrent Investment Advisors held 961 shares of Penguin Solutions Inc worth $73K as of Q2 2026.
Penguin Solutions Inc was a new Concurrent Investment Advisors position in Q2 2026.
Penguin Solutions Inc made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2052 holding.
352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.