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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's PENG Position: Q3 2025 in Review

Summit Securities Group sold out of Penguin Solutions Inc (PENG) in Q3 2025, closing a stake of 614 shares — an estimated $12.2K sold.

Summit Securities Group first reported a position in PENG in Q2 2025 and held it in 1 quarter. The position peaked at $12.2K in Q2 2025. 253 funds tracked by Wall St. Rank hold PENG as of Q3 2025.

  • Summit Securities Group reported no remaining Penguin Solutions Inc position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 614 Penguin Solutions Inc shares in Q3 2025, an estimated $12.2K.
  • Summit Securities Group first reported a position in Penguin Solutions Inc in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's Penguin Solutions Inc position peaked at $12.2K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.