Creative Planning
PENN icon

Creative Planning’s PENN Entertainment PENN Stock Holding History

Creative 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
2021
Q2 		– Sell
-19,000
Closed -$879K – 2453
2021
Q1 		$879K Sell
19,000
-3,800
-17% -$421K ﹤0.01% 1099
2020
Q4 		$871K Buy
22,800
+800
+4% +$57.1K ﹤0.01% 1023
2020
Q3 		$684K Buy
22,000
+12,000
+120% +$589K ﹤0.01% 968
2020
Q2 		$72K Buy
+10,000
New +$229K ﹤0.01% 1718

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

Creative Planning's PENN Position: Q2 2026 in Review

Creative Planning increased its PENN Entertainment (PENN) stake by 178% in Q2 2026, buying an estimated $1.2M and bringing the position to 104,490 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Creative Planning first reported a position in PENN in Q4 2013 and has held it in 37 quarters since. The position peaked at $2.45M in Q1 2021. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Creative Planning held 104,490 shares of PENN Entertainment worth $2.23M as of Q2 2026.
  • Creative Planning bought 66,874 PENN Entertainment shares in Q2 2026, an estimated $1.2M.
  • PENN Entertainment made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2003 holding.
  • Creative Planning first reported a position in PENN Entertainment in Q4 2013 and has held it in 37 quarters since.
  • Creative Planning's PENN Entertainment position peaked at $2.45M in Q1 2021.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.