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 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	$2.13K	Buy	93 +31	+50%	+$750	﹤0.01%	1337
2023 Q2	$1.49K	Buy	62 +46	+288%	+$1.23K	﹤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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in PENN Entertainment (PENN) in Q2 2026: 59 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #1749 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in PENN as recently as Q4 2023.

JFS Wealth Advisors first reported a position in PENN in Q4 2020 and has held it in 14 quarters since. The position peaked at $51K in Q1 2021. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

JFS Wealth Advisors held 59 shares of PENN Entertainment worth $1.26K as of Q2 2026.
PENN Entertainment was a new JFS Wealth Advisors position in Q2 2026.
PENN Entertainment made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1749 holding.
JFS Wealth Advisors first reported a position in PENN Entertainment in Q4 2020 and has held it in 14 quarters since.
JFS Wealth Advisors's PENN Entertainment position peaked at $51K in Q1 2021.
381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.