MFS
PENG

Mirabella Financial Services’s Penguin Solutions Inc PENG Stock Holding History

Mirabella Financial Services’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 		$244K Buy
+3,205
New +$146K 0.02% 540
2025
Q2 		– Sell
-26,280
Closed -$454K – 289
2025
Q1 		$454K Buy
26,280
+932
+4% +$18.3K 0.02% 212
2024
Q4 		$486K Buy
+25,348
New +$463K 0.04% 203

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

Mirabella Financial Services's PENG Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 3,205 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #540 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in PENG as recently as Q1 2025.

Mirabella Financial Services first reported a position in PENG in Q4 2024 and has held it in 3 quarters since. The position peaked at $486K in Q4 2024. 353 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Mirabella Financial Services held 3,205 shares of Penguin Solutions Inc worth $244K as of Q2 2026.
  • Penguin Solutions Inc was a new Mirabella Financial Services position in Q2 2026.
  • Penguin Solutions Inc made up 0.02% of Mirabella Financial Services's portfolio in Q2 2026, its #540 holding.
  • Mirabella Financial Services first reported a position in Penguin Solutions Inc in Q4 2024 and has held it in 3 quarters since.
  • Mirabella Financial Services's Penguin Solutions Inc position peaked at $486K in Q4 2024.
  • 353 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.