Larson Financial Group
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Larson Financial Group’s PENN Entertainment PENN Stock Holding History

Larson Financial Group’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 		$41.2K Buy
2,810
+1,805
+180% +$33.8K ﹤0.01% 1702
2026
Q2 		$21.5K Buy
1,005
+229
+30% +$4.1K ﹤0.01% 1966
2026
Q1 		$11.7K Buy
776
+704
+978% +$9.8K ﹤0.01% 2143
2025
Q4 		$1.06K Sell
72
-77
-52% -$1.2K ﹤0.01% 2937
2025
Q3 		$2.87K Sell
149
-97
-39% -$1.82K ﹤0.01% 2561
2025
Q2 		$4.4K Buy
246
+131
+114% +$2.06K ﹤0.01% 2117
2025
Q1 		$1.88K Hold
115
– – ﹤0.01% 2186
2024
Q4 		$2.28K Sell
115
-60
-34% -$1.18K ﹤0.01% 1854
2024
Q3 		$3.3K Hold
175
– – ﹤0.01% 1754
2024
Q2 		$3.39K Hold
175
– – ﹤0.01% 1517
2024
Q1 		$3.19K Buy
175
+30
+21% +$619 ﹤0.01% 1282
2023
Q4 		$3.77K Sell
145
-211
-59% -$4.89K ﹤0.01% 1255
2023
Q3 		$8.17K Hold
356
– – ﹤0.01% 1055
2023
Q2 		$8.56K Hold
356
– – ﹤0.01% 980
2023
Q1 		$10.6K Hold
356
– – ﹤0.01% 912
2022
Q4 		$10.6K Sell
356
-103
-22% -$3.34K ﹤0.01% 841
2022
Q3 		$13K Buy
459
+367
+399% +$11.9K ﹤0.01% 724
2022
Q2 		$3K Sell
92
-30
-25% -$1.01K ﹤0.01% 978
2022
Q1 		$5K Sell
122
-40
-25% -$1.83K ﹤0.01% 794
2021
Q4 		$8K Buy
162
+22
+16% +$1.33K ﹤0.01% 734
2021
Q3 		$10K Sell
140
-322
-70% -$23.7K ﹤0.01% 596
2021
Q2 		$35K Buy
462
+7
+2% +$603 0.01% 338
2021
Q1 		$48K Buy
455
+130
+40% +$14.4K 0.01% 266
2020
Q4 		$28K Buy
325
+248
+322% +$17.7K 0.01% 305
2020
Q3 		$6K Buy
77
+20
+35% +$981 ﹤0.01% 509
2020
Q2 		$2K Buy
+57
New +$1.3K ﹤0.01% 570

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

Larson Financial Group's PENN Position: Q3 2026 in Review

Larson Financial Group increased its PENN Entertainment (PENN) stake by 180% in Q3 2026, buying an estimated $33.8K and bringing the position to 2,810 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Larson Financial Group first reported a position in PENN in Q2 2020 and has held it in 26 quarters since. The position peaked at $48K in Q1 2021. 286 funds tracked by Wall St. Rank hold PENN as of Q3 2026.

  • Larson Financial Group held 2,810 shares of PENN Entertainment worth $41.2K as of Q3 2026.
  • Larson Financial Group bought 1,805 PENN Entertainment shares in Q3 2026, an estimated $33.8K.
  • PENN Entertainment made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1702 holding.
  • Larson Financial Group first reported a position in PENN Entertainment in Q2 2020 and has held it in 26 quarters since.
  • Larson Financial Group's PENN Entertainment position peaked at $48K in Q1 2021.
  • 286 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.