Cornerstone Planning Group’s PENN Entertainment PENN Stock Holding History

Cornerstone Planning Group’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	$942	Hold	45	–	–	﹤0.01%	1524
2026 Q1	$770	Hold	45	–	–	﹤0.01%	1531
2025 Q4	$596	Buy	45 +38	+543%	+$593	﹤0.01%	1480
2025 Q3	$877	Sell	7 -76	-92%	-$1.43K	﹤0.01%	1348
2025 Q2	$1.44K	Hold	83	–	–	﹤0.01%	1026
2025 Q1	$1.26K	Hold	83	–	–	﹤0.01%	1083
2024 Q4	$1.67K	Hold	83	–	–	﹤0.01%	838
2024 Q3	$1.73K	Hold	83	–	–	﹤0.01%	808
2024 Q2	$1.41K	Hold	83	–	–	﹤0.01%	866
2024 Q1	$1.26K	Hold	83	–	–	﹤0.01%	736
2023 Q4	$2.16K	Buy	83 +25	+43%	+$580	﹤0.01%	618
2023 Q3	$1.33K	Buy	58 +38	+190%	+$920	﹤0.01%	739
2023 Q2	$481	Buy	+20	New	+$533	﹤0.01%	1463
2022 Q4	$1.84K	Buy	+58	New	+$1.88K	﹤0.01%	1217

Other funds holding PENN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Cornerstone Planning Group's PENN Position: Q2 2026 in Review

Cornerstone Planning Group held its PENN Entertainment (PENN) position steady in Q2 2026 at 45 shares worth $942. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Cornerstone Planning Group first reported a position in PENN in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.16K in Q4 2023. 184 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

Cornerstone Planning Group held 45 shares of PENN Entertainment worth $942 as of Q2 2026.
Cornerstone Planning Group left its PENN Entertainment share count unchanged in Q2 2026.
PENN Entertainment made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1524 holding.
Cornerstone Planning Group first reported a position in PENN Entertainment in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's PENN Entertainment position peaked at $2.16K in Q4 2023.
184 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.