CFFP
PENN icon

Center for Financial Planning’s PENN Entertainment PENN Stock Holding History

Center for Financial Planning’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 		$2.56K Buy
120
+100
+500% +$1.79K ﹤0.01% 576
2026
Q1 		$301 Hold
20
– – ﹤0.01% 626
2025
Q4 		$295 Hold
20
– – ﹤0.01% 658
2025
Q3 		$386 Hold
20
– – ﹤0.01% 631
2025
Q2 		$358 Hold
20
– – ﹤0.01% 618
2025
Q1 		$327 Hold
20
– – ﹤0.01% 676
2024
Q4 		$397 Hold
20
– – ﹤0.01% 638
2024
Q3 		$378 Hold
20
– – ﹤0.01% 544
2024
Q2 		$388 Hold
20
– – ﹤0.01% 556
2024
Q1 		$365 Hold
20
– – ﹤0.01% 589
2023
Q4 		$521 Hold
20
– – ﹤0.01% 503
2023
Q3 		$459 Hold
20
– – ﹤0.01% 497
2023
Q2 		$481 Hold
20
– – ﹤0.01% 540
2023
Q1 		$594 Hold
20
– – ﹤0.01% 497
2022
Q4 		$594 Hold
20
– – ﹤0.01% 500
2022
Q3 		$1K Hold
20
– – ﹤0.01% 609
2022
Q2 		$1K Hold
20
– – ﹤0.01% 508
2022
Q1 		$1K Hold
20
– – ﹤0.01% 513
2021
Q4 		$1K Hold
20
– – ﹤0.01% 520
2021
Q3 		$1K Buy
+20
New +$1.47K ﹤0.01% 479

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

Center for Financial Planning's PENN Position: Q2 2026 in Review

Center for Financial Planning increased its PENN Entertainment (PENN) stake by 500% in Q2 2026, buying an estimated $1.79K and bringing the position to 120 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Center for Financial Planning first reported a position in PENN in Q3 2021 and has held it in 20 quarters since. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Center for Financial Planning held 120 shares of PENN Entertainment worth $2.56K as of Q2 2026.
  • Center for Financial Planning bought 100 PENN Entertainment shares in Q2 2026, an estimated $1.79K.
  • PENN Entertainment made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #576 holding.
  • Center for Financial Planning first reported a position in PENN Entertainment in Q3 2021 and has held it in 20 quarters since.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.