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Atria Investments’s PENN Entertainment PENN Stock Holding History

Atria Investments’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$365K Buy
+17,073
New +$306K ﹤0.01% 1720
2024
Q4 		– Sell
-10,824
Closed -$204K – 1951
2024
Q3 		$204K Buy
10,824
+69
+0.6% +$1.31K ﹤0.01% 1823
2024
Q2 		$208K Buy
+10,755
New +$183K ﹤0.01% 1803
2020
Q1 		– Sell
-8,512
Closed -$218K – 999
2019
Q4 		$218K Buy
+8,512
New +$189K 0.01% 1119

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Investments's PENN Position: Q2 2026 in Review

Atria Investments opened a new position in PENN Entertainment (PENN) in Q2 2026: 17,073 shares worth $365K. The stake represents ﹤0.01% of the portfolio and ranks #1720 among its holdings. This is a return to the name: Atria Investments previously reported a position in PENN as recently as Q3 2024.

Atria Investments first reported a position in PENN in Q4 2019 and has held it in 4 quarters since. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Atria Investments held 17,073 shares of PENN Entertainment worth $365K as of Q2 2026.
  • PENN Entertainment was a new Atria Investments position in Q2 2026.
  • PENN Entertainment made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1720 holding.
  • Atria Investments first reported a position in PENN Entertainment in Q4 2019 and has held it in 4 quarters since.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.