TFA
PENG

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
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

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

Toth Financial Advisory's PENG Position: Q2 2026 in Review

Toth Financial Advisory held its Penguin Solutions Inc (PENG) position steady in Q2 2026 at 20 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Toth Financial Advisory first reported a position in PENG in Q1 2025 and has held it in 5 quarters since. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Toth Financial Advisory held 20 shares of Penguin Solutions Inc worth $1.52K as of Q2 2026.
  • Toth Financial Advisory left its Penguin Solutions Inc share count unchanged in Q2 2026.
  • Penguin Solutions Inc made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #775 holding.
  • Toth Financial Advisory first reported a position in Penguin Solutions Inc in Q1 2025 and has held it in 5 quarters since.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.