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BOLTON SECURITIES CORPORATION’s Penguin Solutions Inc PENG Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$152K Buy
+2,780
New +$158K 0.01% 987
2026
Q2 		– Sell
-6,000
Closed -$106K – 2306
2026
Q1 		$106K Buy
+6,000
New +$114K 0.01% 1005

Other funds holding PENG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PENG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Penguin Solutions Inc (PENG) in Q3 2026: 2,780 shares worth $152K. The stake represents 0.01% of the portfolio and ranks #987 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in PENG as recently as Q1 2026.

BOLTON SECURITIES CORPORATION first reported a position in PENG in Q1 2026 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,780 shares of Penguin Solutions Inc worth $152K as of Q3 2026.
  • Penguin Solutions Inc was a new BOLTON SECURITIES CORPORATION position in Q3 2026.
  • Penguin Solutions Inc made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #987 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Penguin Solutions Inc in Q1 2026 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.