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LRI Investments’s PENN Entertainment PENN Stock Holding History

LRI Investments’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 		$9.46K Buy
443
+8
+2% +$143 ﹤0.01% 966
2026
Q1 		$6.54K Hold
435
– – ﹤0.01% 1010
2025
Q4 		$6.42K Hold
435
– – ﹤0.01% 978
2025
Q3 		$8.38K Hold
435
– – ﹤0.01% 913
2025
Q2 		$7.77K Hold
435
– – ﹤0.01% 904
2025
Q1 		$7.09K Hold
435
– – ﹤0.01% 857
2024
Q4 		$8.62K Hold
435
– – ﹤0.01% 815
2024
Q3 		$9.11K Hold
435
– – ﹤0.01% 803
2024
Q2 		$8.42K Hold
435
– – ﹤0.01% 787
2024
Q1 		$7.92K Buy
+435
New +$8.98K ﹤0.01% 547

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LRI Investments's PENN Position: Q2 2026 in Review

LRI Investments increased its PENN Entertainment (PENN) stake by 1.8% in Q2 2026, buying an estimated $143 and bringing the position to 443 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

LRI Investments first reported a position in PENN in Q1 2024 and has held it in 10 quarters since. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • LRI Investments held 443 shares of PENN Entertainment worth $9.46K as of Q2 2026.
  • LRI Investments bought 8 PENN Entertainment shares in Q2 2026, an estimated $143.
  • PENN Entertainment made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #966 holding.
  • LRI Investments first reported a position in PENN Entertainment in Q1 2024 and has held it in 10 quarters since.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.