LFG
PENG

Larson Financial Group’s Penguin Solutions Inc PENG Stock Holding History

Larson Financial Group’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 		$16.3K Buy
215
+158
+277% +$7.19K ﹤0.01% 2123
2026
Q1 		$1K Sell
57
-21
-27% -$400 ﹤0.01% 3152
2025
Q4 		$1.53K Buy
78
+38
+95% +$814 ﹤0.01% 2837
2025
Q3 		$1.05K Hold
40
– – ﹤0.01% 2907
2025
Q2 		$792 Sell
40
-5
-11% -$90 ﹤0.01% 2725
2025
Q1 		$782 Buy
45
+42
+1,400% +$826 ﹤0.01% 2453
2024
Q4 		$58 Hold
3
– – ﹤0.01% 2682
2024
Q3 		$63 Sell
3
-274
-99% -$5.9K ﹤0.01% 2617
2024
Q2 		$6.33K Buy
277
+148
+115% +$3.08K ﹤0.01% 1385
2024
Q1 		$3.4K Sell
129
-92
-42% -$2.01K ﹤0.01% 1271
2023
Q4 		$4.18K Buy
+221
New +$3.83K ﹤0.01% 1225

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

Larson Financial Group's PENG Position: Q2 2026 in Review

Larson Financial Group increased its Penguin Solutions Inc (PENG) stake by 277% in Q2 2026, buying an estimated $7.19K and bringing the position to 215 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Larson Financial Group first reported a position in PENG in Q4 2023 and has held it in 11 quarters since. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Larson Financial Group held 215 shares of Penguin Solutions Inc worth $16.3K as of Q2 2026.
  • Larson Financial Group bought 158 Penguin Solutions Inc shares in Q2 2026, an estimated $7.19K.
  • Penguin Solutions Inc made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2123 holding.
  • Larson Financial Group first reported a position in Penguin Solutions Inc in Q4 2023 and has held it in 11 quarters since.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.