Krilogy Financial
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Krilogy Financial’s PENN Entertainment PENN Stock Holding History

Krilogy Financial’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 		– Sell
-13,060
Closed -$279K – 1153
2026
Q2 		$279K Buy
+13,060
New +$234K 0.01% 850
2025
Q4 		– Sell
-17,106
Closed -$280K – 969
2025
Q3 		$280K Buy
+17,106
New +$321K 0.01% 709

Other funds holding PENN

Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Krilogy Financial's PENN Position: Q3 2026 in Review

Krilogy Financial sold out of PENN Entertainment (PENN) in Q3 2026, closing a stake of 13,060 shares — an estimated $279K sold.

Krilogy Financial first reported a position in PENN in Q3 2025 and held it in 2 quarters. The position peaked at $280K in Q3 2025. 58 funds tracked by Wall St. Rank hold PENN as of Q3 2026.

  • Krilogy Financial reported no remaining PENN Entertainment position as of Q3 2026 after selling out during the quarter.
  • Krilogy Financial sold 13,060 PENN Entertainment shares in Q3 2026, an estimated $279K.
  • Krilogy Financial first reported a position in PENN Entertainment in Q3 2025 and held it in 2 quarters.
  • Krilogy Financial's PENN Entertainment position peaked at $280K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.