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Congress Wealth Management’s PENN Entertainment PENN Stock Holding History

Congress Wealth Management’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
2025
Q2 		$339K Sell
18,989
-682
-3% -$10.7K ﹤0.01% 1030
2025
Q1 		$323K Buy
+19,671
New +$384K ﹤0.01% 922
2022
Q2 		– Sell
-4,819
Closed -$205K – 602
2022
Q1 		$205K Buy
+4,819
New +$220K ﹤0.01% 579

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $4.67B AUM 83.55% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Congress Wealth Management's PENN Position: Q2 2025 in Review

Congress Wealth Management reduced its PENN Entertainment (PENN) stake by 3.5% in Q2 2025, selling an estimated $10.7K and leaving 18,989 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Congress Wealth Management first reported a position in PENN in Q1 2022 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold PENN as of Q2 2025.

  • Congress Wealth Management held 18,989 shares of PENN Entertainment worth $339K as of Q2 2025.
  • Congress Wealth Management sold 682 PENN Entertainment shares in Q2 2025, an estimated $10.7K.
  • PENN Entertainment made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1030 holding.
  • Congress Wealth Management first reported a position in PENN Entertainment in Q1 2022 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.