EP
PENN icon

Essential Partners’s PENN Entertainment PENN Stock Holding History

Essential Partners’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
Q3 		$1.41K Sell
96
-1,935
-95% -$36.2K ﹤0.01% 2054
2026
Q2 		$43.4K Buy
2,031
+166
+9% +$2.98K 0.02% 650
2026
Q1 		$28K Sell
1,865
-1,473
-44% -$20.5K 0.01% 800
2025
Q4 		$49.2K Buy
3,338
+2,361
+242% +$36.8K 0.02% 609
2025
Q3 		$18.8K Buy
+977
New +$18.3K 0.01% 913

Other funds holding PENN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's PENN Position: Q3 2026 in Review

Essential Partners reduced its PENN Entertainment (PENN) stake by 95% in Q3 2026, selling an estimated $36.2K and leaving 96 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

Essential Partners first reported a position in PENN in Q3 2025 and has held it in 5 quarters since. The position peaked at $49.2K in Q4 2025. 21 funds tracked by Wall St. Rank hold PENN as of Q3 2026.

  • Essential Partners held 96 shares of PENN Entertainment worth $1.41K as of Q3 2026.
  • Essential Partners sold 1,935 PENN Entertainment shares in Q3 2026, an estimated $36.2K.
  • PENN Entertainment made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2054 holding.
  • Essential Partners first reported a position in PENN Entertainment in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's PENN Entertainment position peaked at $49.2K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.