LPL Financial
PENG

LPL Financial’s Penguin Solutions Inc PENG Stock Holding History

LPL Financial’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 		$8.05M Buy
105,860
+76,791
+264% +$3.49M ﹤0.01% 2345
2026
Q1 		$512K Sell
29,069
-59,592
-67% -$1.13M ﹤0.01% 4729
2025
Q4 		$1.73M Sell
88,661
-931
-1% -$19.9K ﹤0.01% 3535
2025
Q3 		$2.35M Sell
89,592
-226,516
-72% -$5.54M ﹤0.01% 3172
2025
Q2 		$6.26M Buy
316,108
+1,590
+0.5% +$28.8K ﹤0.01% 2133
2025
Q1 		$5.46M Buy
314,518
+12,896
+4% +$254K ﹤0.01% 2079
2024
Q4 		$5.79M Buy
301,622
+61,928
+26% +$1.13M ﹤0.01% 1959
2024
Q3 		$5.02M Buy
239,694
+66,184
+38% +$1.42M ﹤0.01% 1991
2024
Q2 		$3.97M Buy
173,510
+139,808
+415% +$2.91M ﹤0.01% 2043
2024
Q1 		$887K Sell
33,702
-5,308
-14% -$116K ﹤0.01% 3297
2023
Q4 		$738K Buy
39,010
+1,362
+4% +$23.6K ﹤0.01% 3330
2023
Q3 		$917K Sell
37,648
-3,411
-8% -$86.1K ﹤0.01% 2968
2023
Q2 		$1.19M Sell
41,059
-3,682
-8% -$73.8K ﹤0.01% 2703
2023
Q1 		$771K Buy
44,741
+2,610
+6% +$43.6K ﹤0.01% 2968
2022
Q4 		$627K Sell
42,131
-869
-2% -$13.3K ﹤0.01% 3048
2022
Q3 		$682K Sell
43,000
-6,729
-14% -$123K ﹤0.01% 2858
2022
Q2 		$814K Buy
49,729
+12,307
+33% +$280K ﹤0.01% 2761
2022
Q1 		$967K Sell
37,422
-8,410
-18% -$237K ﹤0.01% 2639
2021
Q4 		$1.63M Buy
45,832
+24,508
+115% +$695K ﹤0.01% 2246
2021
Q3 		$474K Buy
21,324
+12,796
+150% +$306K ﹤0.01% 3272
2021
Q2 		$203K Buy
+8,528
New +$206K ﹤0.01% 3897

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

LPL Financial's PENG Position: Q2 2026 in Review

LPL Financial increased its Penguin Solutions Inc (PENG) stake by 264% in Q2 2026, buying an estimated $3.49M and bringing the position to 105,860 shares worth $8.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

LPL Financial first reported a position in PENG in Q2 2021 and has held it in 21 quarters since. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • LPL Financial held 105,860 shares of Penguin Solutions Inc worth $8.05M as of Q2 2026.
  • LPL Financial bought 76,791 Penguin Solutions Inc shares in Q2 2026, an estimated $3.49M.
  • Penguin Solutions Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2345 holding.
  • LPL Financial first reported a position in Penguin Solutions Inc in Q2 2021 and has held it in 21 quarters since.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.