UB
PENG

UMB Bank’s Penguin Solutions Inc PENG Stock Holding History

UMB Bank’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 		$8.13K Buy
107
+2
+2% +$91 ﹤0.01% 1991
2026
Q1 		$1.85K Sell
105
-59
-36% -$1.12K ﹤0.01% 2174
2025
Q4 		$3.21K Buy
+164
New +$3.51K ﹤0.01% 2105
2025
Q3 		– Sell
-119
Closed -$2.36K – 2208
2025
Q2 		$2.36K Sell
119
-2,127
-95% -$38.5K ﹤0.01% 1981
2025
Q1 		$39K Buy
2,246
+165
+8% +$3.25K ﹤0.01% 1153
2024
Q4 		$39.9K Sell
2,081
-60
-3% -$1.09K ﹤0.01% 1000
2024
Q3 		$44.9K Buy
2,141
+73
+4% +$1.57K ﹤0.01% 904
2024
Q2 		$47.3K Buy
2,068
+2,048
+10,240% +$42.6K ﹤0.01% 836
2024
Q1 		$526 Buy
+20
New +$437 ﹤0.01% 1968

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

UMB Bank's PENG Position: Q2 2026 in Review

UMB Bank increased its Penguin Solutions Inc (PENG) stake by 1.9% in Q2 2026, buying an estimated $91 and bringing the position to 107 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

UMB Bank first reported a position in PENG in Q1 2024 and has held it in 9 quarters since. The position peaked at $47.3K in Q2 2024. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • UMB Bank held 107 shares of Penguin Solutions Inc worth $8.13K as of Q2 2026.
  • UMB Bank bought 2 Penguin Solutions Inc shares in Q2 2026, an estimated $91.
  • Penguin Solutions Inc made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1991 holding.
  • UMB Bank first reported a position in Penguin Solutions Inc in Q1 2024 and has held it in 9 quarters since.
  • UMB Bank's Penguin Solutions Inc position peaked at $47.3K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.