JFS Wealth Advisors
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JFS Wealth Advisors’s PENN Entertainment PENN Stock Holding History

JFS 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
Q3 		$997 Buy
68
+9
+15% +$169 ﹤0.01% 1791
2026
Q2 		$1.26K Buy
+59
New +$1.06K ﹤0.01% 1749
2024
Q1 		– Sell
-103
Closed -$2.68K – 2025
2023
Q4 		$2.68K Buy
103
+10
+11% +$232 ﹤0.01% 1310
2023
Q3 		$2.14K Buy
93
+31
+50% +$750 ﹤0.01% 1337
2023
Q2 		$1.49K Buy
62
+46
+288% +$1.22K ﹤0.01% 1494
2023
Q1 		$475 Sell
16
-77
-83% -$2.39K ﹤0.01% 1727
2022
Q4 		$2.76K Buy
93
+6
+7% +$195 ﹤0.01% 1244
2022
Q3 		$2K Buy
87
+35
+67% +$1.13K ﹤0.01% 1370
2022
Q2 		$2K Sell
52
-9
-15% -$304 ﹤0.01% 1366
2022
Q1 		$3K Buy
61
+35
+135% +$1.6K ﹤0.01% 1294
2021
Q4 		$1K Sell
26
-457
-95% -$27.7K ﹤0.01% 1505
2021
Q3 		$35K Hold
483
– – ﹤0.01% 465
2021
Q2 		$37K Hold
483
– – 0.01% 302
2021
Q1 		$51K Hold
483
– – 0.01% 247
2020
Q4 		$42K Buy
+483
New +$34.5K 0.01% 265

Other funds holding PENN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JFS Wealth Advisors's PENN Position: Q3 2026 in Review

JFS Wealth Advisors increased its PENN Entertainment (PENN) stake by 15% in Q3 2026, buying an estimated $169 and bringing the position to 68 shares worth $997. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

JFS Wealth Advisors first reported a position in PENN in Q4 2020 and has held it in 15 quarters since. The position peaked at $51K in Q1 2021. 286 funds tracked by Wall St. Rank hold PENN as of Q3 2026.

  • JFS Wealth Advisors held 68 shares of PENN Entertainment worth $997 as of Q3 2026.
  • JFS Wealth Advisors bought 9 PENN Entertainment shares in Q3 2026, an estimated $169.
  • PENN Entertainment made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1791 holding.
  • JFS Wealth Advisors first reported a position in PENN Entertainment in Q4 2020 and has held it in 15 quarters since.
  • JFS Wealth Advisors's PENN Entertainment position peaked at $51K in Q1 2021.
  • 286 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.