Jones Financial Companies
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Jones Financial Companies’s PENN Entertainment PENN Stock Holding History

Jones Financial Companies’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
Q1 		$4.98M Buy
361,414
+357,771
+9,821% +$4.98M ﹤0.01% 1076
2025
Q4 		$53.7K Buy
3,643
+370
+11% +$5.77K ﹤0.01% 2487
2025
Q3 		$64.8K Buy
3,273
+825
+34% +$15.5K ﹤0.01% 2266
2025
Q2 		$44.7K Buy
2,448
+528
+28% +$8.29K ﹤0.01% 2268
2025
Q1 		$32.5K Buy
1,920
+738
+62% +$14.4K ﹤0.01% 2226
2024
Q4 		$23.4K Buy
1,182
+449
+61% +$8.82K ﹤0.01% 2187
2024
Q3 		$14.1K Buy
733
+156
+27% +$2.97K ﹤0.01% 2078
2024
Q2 		$11.2K Buy
577
+542
+1,549% +$9.21K ﹤0.01% 1727
2024
Q1 		$637 Sell
35
-67
-66% -$1.38K ﹤0.01% 1329
2023
Q4 		$2.65K Buy
102
+77
+308% +$1.79K ﹤0.01% 870
2023
Q3 		$574 Buy
+25
New +$605 ﹤0.01% 664

Other funds holding PENN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return