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EverSource Wealth Advisors’s PENN Entertainment PENN Stock Holding History

EverSource Wealth Advisors’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 		$103K Buy
4,824
+2,169
+82% +$38.9K ﹤0.01% 1362
2026
Q1 		$39.9K Sell
2,655
-3,432
-56% -$47.7K ﹤0.01% 2064
2025
Q4 		$89.8K Buy
6,087
+5,657
+1,316% +$88.3K ﹤0.01% 1376
2025
Q3 		$8.28K Buy
430
+119
+38% +$2.23K ﹤0.01% 2916
2025
Q2 		$5.56K Buy
311
+78
+33% +$1.22K ﹤0.01% 3118
2025
Q1 		$3.8K Sell
233
-106
-31% -$2.07K ﹤0.01% 2626
2024
Q4 		$6.72K Sell
339
-240
-41% -$4.72K ﹤0.01% 2204
2024
Q3 		$10.9K Buy
579
+404
+231% +$7.7K ﹤0.01% 1815
2024
Q2 		$3.49K Buy
175
+89
+103% +$1.51K ﹤0.01% 2345
2024
Q1 		$1.42K Sell
86
-781
-90% -$16.1K ﹤0.01% 2475
2023
Q4 		$22.6K Buy
867
+344
+66% +$7.98K ﹤0.01% 1183
2023
Q3 		$12K Sell
523
-791
-60% -$19.1K ﹤0.01% 1349
2023
Q2 		$31.6K Buy
1,314
+1,264
+2,528% +$33.7K ﹤0.01% 997
2023
Q1 		$1.48K Sell
50
-400
-89% -$12.4K ﹤0.01% 2026
2022
Q4 		$13.4K Buy
+450
New +$14.6K ﹤0.01% 1218
2022
Q3 		– Sell
-128
Closed -$4.13K – 2089
2022
Q2 		$4K Sell
128
-50
-28% -$1.69K ﹤0.01% 1337
2022
Q1 		$8K Sell
178
-116
-39% -$5.3K ﹤0.01% 1090
2021
Q4 		$15K Buy
+294
New +$17.8K ﹤0.01% 805

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

EverSource Wealth Advisors's PENN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its PENN Entertainment (PENN) stake by 82% in Q2 2026, buying an estimated $38.9K and bringing the position to 4,824 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

EverSource Wealth Advisors first reported a position in PENN in Q4 2021 and has held it in 18 quarters since. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • EverSource Wealth Advisors held 4,824 shares of PENN Entertainment worth $103K as of Q2 2026.
  • EverSource Wealth Advisors bought 2,169 PENN Entertainment shares in Q2 2026, an estimated $38.9K.
  • PENN Entertainment made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1362 holding.
  • EverSource Wealth Advisors first reported a position in PENN Entertainment in Q4 2021 and has held it in 18 quarters since.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.