Root Financial Partners
PENG icon

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
Q3 		$5.96K Buy
+109
New +$6.18K ﹤0.01% 2154
2026
Q2 		– Sell
-29
Closed -$510 – 3370
2026
Q1 		$510 Buy
+29
New +$552 ﹤0.01% 2854

Other funds holding PENG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Root Financial Partners's PENG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Penguin Solutions Inc (PENG) in Q3 2026: 109 shares worth $5.96K. The stake represents ﹤0.01% of the portfolio and ranks #2154 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PENG as recently as Q1 2026.

Root Financial Partners first reported a position in PENG in Q1 2026 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

  • Root Financial Partners held 109 shares of Penguin Solutions Inc worth $5.96K as of Q3 2026.
  • Penguin Solutions Inc was a new Root Financial Partners position in Q3 2026.
  • Penguin Solutions Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2154 holding.
  • Root Financial Partners first reported a position in Penguin Solutions Inc in Q1 2026 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.