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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return