Balance Wealth
PENN icon

Balance Wealth’s PENN Entertainment PENN Stock Holding History

Balance Wealth’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 		$1.06K Buy
+72
New +$1.35K ﹤0.01% 826

Other funds holding PENN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Balance Wealth's PENN Position: Q3 2026 in Review

Balance Wealth opened a new position in PENN Entertainment (PENN) in Q3 2026: 72 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #826 among its holdings.

286 funds tracked by Wall St. Rank hold PENN as of Q3 2026.

  • Balance Wealth held 72 shares of PENN Entertainment worth $1.06K as of Q3 2026.
  • PENN Entertainment was a new Balance Wealth position in Q3 2026.
  • PENN Entertainment made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #826 holding.
  • 286 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.