RFP
PENG

Root Financial Partners’s Penguin Solutions Inc PENG Stock Holding History

Root Financial Partners’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 		– Sell
-29
Closed -$510 – 3370
2026
Q1 		$510 Buy
+29
New +$552 ﹤0.01% 2854

Other funds holding PENG

PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Root Financial Partners's PENG Position: Q2 2026 in Review

Root Financial Partners sold out of Penguin Solutions Inc (PENG) in Q2 2026, closing a stake of 29 shares — an estimated $510 sold.

Root Financial Partners first reported a position in PENG in Q1 2026 and held it in 1 quarter. The position peaked at $510 in Q1 2026. 75 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Root Financial Partners reported no remaining Penguin Solutions Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 29 Penguin Solutions Inc shares in Q2 2026, an estimated $510.
  • Root Financial Partners first reported a position in Penguin Solutions Inc in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Penguin Solutions Inc position peaked at $510 in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.