Toth Financial Advisory’s Penguin Solutions Inc PENG Stock Holding History

Toth Financial Advisory’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	$1.09K	Hold	20	–	–	﹤0.01%	935
2026 Q2	$1.52K	Hold	20	–	–	﹤0.01%	775
2026 Q1	$352	Hold	20	–	–	﹤0.01%	857
2025 Q4	$392	Hold	20	–	–	﹤0.01%	821
2025 Q3	$526	Buy	+20	New	+$489	﹤0.01%	751
2025 Q2	–	Sell	-20	Closed	-$348	–	813
2025 Q1	$348	Buy	+20	New	+$393	﹤0.01%	683

Other funds holding PENG

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Toth Financial Advisory's PENG Position: Q3 2026 in Review

Toth Financial Advisory held its Penguin Solutions Inc (PENG) position steady in Q3 2026 at 20 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Toth Financial Advisory first reported a position in PENG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.52K in Q2 2026. 21 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

Toth Financial Advisory held 20 shares of Penguin Solutions Inc worth $1.09K as of Q3 2026.
Toth Financial Advisory left its Penguin Solutions Inc share count unchanged in Q3 2026.
Penguin Solutions Inc made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #935 holding.
Toth Financial Advisory first reported a position in Penguin Solutions Inc in Q1 2025 and has held it in 6 quarters since.
Toth Financial Advisory's Penguin Solutions Inc position peaked at $1.52K in Q2 2026.
21 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.