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Atwood & Palmer’s PENN Entertainment PENN Stock Holding History

Atwood & Palmer’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
Q3 		$2.93K Hold
200
– – ﹤0.01% 440
2026
Q2 		$4.27K Hold
200
– – ﹤0.01% 414
2026
Q1 		$3.01K Hold
200
– – ﹤0.01% 425
2025
Q4 		$2.95K Hold
200
– – ﹤0.01% 431
2025
Q3 		$3.85K Hold
200
– – ﹤0.01% 427
2025
Q2 		$3.57K Hold
200
– – ﹤0.01% 446
2025
Q1 		$3.26K Hold
200
– – ﹤0.01% 380
2024
Q4 		$3.96K Hold
200
– – ﹤0.01% 392
2024
Q3 		$3.77K Hold
200
– – ﹤0.01% 385
2024
Q2 		$3.87K Hold
200
– – ﹤0.01% 377
2024
Q1 		$3.64K Hold
200
– – ﹤0.01% 346
2023
Q4 		$5.2K Hold
200
– – ﹤0.01% 338
2023
Q3 		$4.59K Hold
200
– – ﹤0.01% 340
2023
Q2 		$4.81K Hold
200
– – ﹤0.01% 345
2023
Q1 		$5.93K Hold
200
– – ﹤0.01% 324
2022
Q4 		$5.94K Hold
200
– – ﹤0.01% 341
2022
Q3 		$6K Hold
200
– – ﹤0.01% 330
2022
Q2 		$6K Hold
200
– – ﹤0.01% 353
2022
Q1 		$8K Hold
200
– – ﹤0.01% 381
2021
Q4 		$10K Hold
200
– – ﹤0.01% 375
2021
Q3 		$14K Buy
+200
New +$14.7K ﹤0.01% 333

Other funds holding PENN

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Atwood & Palmer's PENN Position: Q3 2026 in Review

Atwood & Palmer held its PENN Entertainment (PENN) position steady in Q3 2026 at 200 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Atwood & Palmer first reported a position in PENN in Q3 2021 and has held it in 21 quarters since. The position peaked at $14K in Q3 2021. 11 funds tracked by Wall St. Rank hold PENN as of Q3 2026.

  • Atwood & Palmer held 200 shares of PENN Entertainment worth $2.93K as of Q3 2026.
  • Atwood & Palmer left its PENN Entertainment share count unchanged in Q3 2026.
  • PENN Entertainment made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #440 holding.
  • Atwood & Palmer first reported a position in PENN Entertainment in Q3 2021 and has held it in 21 quarters since.
  • Atwood & Palmer's PENN Entertainment position peaked at $14K in Q3 2021.
  • 11 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.