SS
PENG

Sunbelt Securities’s Penguin Solutions Inc PENG Stock Holding History

Sunbelt Securities’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
Q1 		$1.2K Hold
68
– – ﹤0.01% 2046
2025
Q4 		$1.33K Hold
68
– – ﹤0.01% 1981
2025
Q3 		$1.79K Buy
+68
New +$1.66K ﹤0.01% 1901

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Sunbelt Securities's PENG Position: Q1 2026 in Review

Sunbelt Securities held its Penguin Solutions Inc (PENG) position steady in Q1 2026 at 68 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Sunbelt Securities first reported a position in PENG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.79K in Q3 2025. 227 funds tracked by Wall St. Rank hold PENG as of Q1 2026.

  • Sunbelt Securities held 68 shares of Penguin Solutions Inc worth $1.2K as of Q1 2026.
  • Sunbelt Securities left its Penguin Solutions Inc share count unchanged in Q1 2026.
  • Penguin Solutions Inc made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2046 holding.
  • Sunbelt Securities first reported a position in Penguin Solutions Inc in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Penguin Solutions Inc position peaked at $1.79K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.