CFM
PENG

Cornerstone Financial Management’s Penguin Solutions Inc PENG Stock Holding History

Cornerstone Financial Management’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 		$5.09K Hold
67
– – ﹤0.01% 618
2026
Q1 		$1.18K Hold
67
– – ﹤0.01% 912
2025
Q4 		$1.31K Buy
+67
New +$1.44K ﹤0.01% 832

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

Cornerstone Financial Management's PENG Position: Q2 2026 in Review

Cornerstone Financial Management held its Penguin Solutions Inc (PENG) position steady in Q2 2026 at 67 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Cornerstone Financial Management first reported a position in PENG in Q4 2025 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Cornerstone Financial Management held 67 shares of Penguin Solutions Inc worth $5.09K as of Q2 2026.
  • Cornerstone Financial Management left its Penguin Solutions Inc share count unchanged in Q2 2026.
  • Penguin Solutions Inc made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #618 holding.
  • Cornerstone Financial Management first reported a position in Penguin Solutions Inc in Q4 2025 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.