JWCA
PENG

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

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

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.

353 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.
  • 353 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.