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Caerus Investment Advisors’s PENN Entertainment PENN Stock Holding History

Caerus Investment Advisors’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 		$242K Buy
+11,321
New +$203K 0.08% 257

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caerus Investment Advisors's PENN Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in PENN Entertainment (PENN) in Q2 2026: 11,321 shares worth $242K. The stake represents 0.08% of the portfolio and ranks #257 among its holdings.

380 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Caerus Investment Advisors held 11,321 shares of PENN Entertainment worth $242K as of Q2 2026.
  • PENN Entertainment was a new Caerus Investment Advisors position in Q2 2026.
  • PENN Entertainment made up 0.08% of Caerus Investment Advisors's portfolio in Q2 2026, its #257 holding.
  • 380 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.