SSG
PENG

Summit Securities Group’s Penguin Solutions Inc PENG Stock Holding History

Summit Securities Group’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 		$69.6K Buy
+916
New +$41.7K 0.01% 509
2025
Q3 		– Sell
-614
Closed -$12.2K – 1419
2025
Q2 		$12.2K Buy
+614
New +$11.1K ﹤0.01% 845

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

Summit Securities Group's PENG Position: Q2 2026 in Review

Summit Securities Group opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 916 shares worth $69.6K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in PENG as recently as Q2 2025.

Summit Securities Group first reported a position in PENG in Q2 2025 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Summit Securities Group held 916 shares of Penguin Solutions Inc worth $69.6K as of Q2 2026.
  • Penguin Solutions Inc was a new Summit Securities Group position in Q2 2026.
  • Penguin Solutions Inc made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #509 holding.
  • Summit Securities Group first reported a position in Penguin Solutions Inc in Q2 2025 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.