JIC
PENG

Joel Isaacson & Co’s Penguin Solutions Inc PENG Stock Holding History

Joel Isaacson & Co’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 		$76K Buy
+1,000
New +$45.5K ﹤0.01% 477

Other funds holding PENG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Joel Isaacson & Co's PENG Position: Q2 2026 in Review

Joel Isaacson & Co opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 2,944 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #440 among its holdings.

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

  • Joel Isaacson & Co held 2,944 shares of Penguin Solutions Inc worth $224K as of Q2 2026.
  • Penguin Solutions Inc was a new Joel Isaacson & Co position in Q2 2026.
  • Penguin Solutions Inc made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #440 holding.
  • 148 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.