Farther Finance Advisors’s Penguin Solutions Inc PENG Stock Holding History

Farther Finance 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 Q3	$258K	Sell	4,723 -791	-14%	-$44.9K	﹤0.01%	2094
2026 Q2	$419K	Buy	5,514 +4,882	+772%	+$222K	﹤0.01%	1683
2026 Q1	$11.5K	Sell	632 -820	-56%	-$15.6K	﹤0.01%	4008
2025 Q4	$28.4K	Buy	1,452 +946	+187%	+$20.3K	﹤0.01%	3194
2025 Q3	$13.3K	Buy	506 +76	+18%	+$1.86K	﹤0.01%	3296
2025 Q2	$8.52K	Sell	430 -158	-27%	-$2.86K	﹤0.01%	3156
2025 Q1	$10.2K	Buy	588 +197	+50%	+$3.87K	﹤0.01%	2730
2024 Q4	$7.5K	Buy	391 +381	+3,810%	+$6.95K	﹤0.01%	2491
2024 Q3	$210	Hold	10	–	–	﹤0.01%	3638
2024 Q2	$224	Hold	10	–	–	﹤0.01%	3477
2024 Q1	$264	Hold	10	–	–	﹤0.01%	3210
2023 Q4	$189	Buy	+10	New	+$173	﹤0.01%	3232

Other funds holding PENG

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's PENG Position: Q3 2026 in Review

Farther Finance Advisors reduced its Penguin Solutions Inc (PENG) stake by 14% in Q3 2026, selling an estimated $44.9K and leaving 4,723 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Farther Finance Advisors first reported a position in PENG in Q4 2023 and has held it in 12 quarters since. The position peaked at $419K in Q2 2026. 18 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

Farther Finance Advisors held 4,723 shares of Penguin Solutions Inc worth $258K as of Q3 2026.
Farther Finance Advisors sold 791 Penguin Solutions Inc shares in Q3 2026, an estimated $44.9K.
Penguin Solutions Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2094 holding.
Farther Finance Advisors first reported a position in Penguin Solutions Inc in Q4 2023 and has held it in 12 quarters since.
Farther Finance Advisors's Penguin Solutions Inc position peaked at $419K in Q2 2026.
18 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.