J.W. Cole Advisors’s Penguin Solutions Inc PENG Stock Holding History

J.W. Cole 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	$2.09M	Buy	+27,550	New	+$1.25M	0.04%	482

Other funds holding PENG

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

J.W. Cole Advisors's PENG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 27,550 shares worth $2.09M. The stake represents 0.04% of the portfolio and ranks #482 among its holdings.

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

J.W. Cole Advisors held 27,550 shares of Penguin Solutions Inc worth $2.09M as of Q2 2026.
Penguin Solutions Inc was a new J.W. Cole Advisors position in Q2 2026.
Penguin Solutions Inc made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #482 holding.
32 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.