Raymond James Financial
PENG

Raymond James Financial’s Penguin Solutions Inc PENG Stock Holding History

Raymond James 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 		$12.6M Buy
165,318
+61,616
+59% +$2.8M ﹤0.01% 1956
2026
Q1 		$1.83M Sell
103,702
-3,760
-3% -$71.6K ﹤0.01% 3430
2025
Q4 		$2.1M Sell
107,462
-3,611
-3% -$77.4K ﹤0.01% 3234
2025
Q3 		$2.92M Buy
111,073
+109,212
+5,868% +$2.67M ﹤0.01% 2885
2025
Q2 		$36.9K Buy
+1,861
New +$33.7K ﹤0.01% 5304

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 $3.38T AUM 44.17% 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

Raymond James Financial's PENG Position: Q2 2026 in Review

Raymond James Financial increased its Penguin Solutions Inc (PENG) stake by 59% in Q2 2026, buying an estimated $2.8M and bringing the position to 165,318 shares worth $12.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Raymond James Financial first reported a position in PENG in Q2 2025 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Raymond James Financial held 165,318 shares of Penguin Solutions Inc worth $12.6M as of Q2 2026.
  • Raymond James Financial bought 61,616 Penguin Solutions Inc shares in Q2 2026, an estimated $2.8M.
  • Penguin Solutions Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1956 holding.
  • Raymond James Financial first reported a position in Penguin Solutions Inc in Q2 2025 and has held it in 5 quarters since.
  • 353 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

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