RIL
PENG

Rothschild Investment LLC’s Penguin Solutions Inc PENG Stock Holding History

Rothschild Investment LLC’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 		$4.41K Buy
58
+3
+5% +$136 ﹤0.01% 2355
2026
Q1 		$968 Buy
55
+27
+96% +$514 ﹤0.01% 2883
2025
Q4 		$548 Buy
28
+3
+12% +$64 ﹤0.01% 2900
2025
Q3 		$657 Sell
25
-25
-50% -$612 ﹤0.01% 2745
2025
Q2 		$991 Sell
50
-40
-44% -$724 ﹤0.01% 2475
2025
Q1 		$1.56K Buy
90
+60
+200% +$1.18K ﹤0.01% 2053
2024
Q4 		$576 Sell
30
-35
-54% -$639 ﹤0.01% 2478
2024
Q3 		$1.36K Buy
65
+40
+160% +$861 ﹤0.01% 1951
2024
Q2 		$572 Buy
25
+20
+400% +$416 ﹤0.01% 1932
2024
Q1 		$132 Buy
+5
New +$109 ﹤0.01% 2023

Other funds holding PENG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Rothschild Investment LLC's PENG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Penguin Solutions Inc (PENG) stake by 5.5% in Q2 2026, buying an estimated $136 and bringing the position to 58 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Rothschild Investment LLC first reported a position in PENG in Q1 2024 and has held it in 10 quarters since. 140 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Rothschild Investment LLC held 58 shares of Penguin Solutions Inc worth $4.41K as of Q2 2026.
  • Rothschild Investment LLC bought 3 Penguin Solutions Inc shares in Q2 2026, an estimated $136.
  • Penguin Solutions Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2355 holding.
  • Rothschild Investment LLC first reported a position in Penguin Solutions Inc in Q1 2024 and has held it in 10 quarters since.
  • 140 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.