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Merit Financial Group’s PENN Entertainment PENN Stock Holding History

Merit 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
Q2 		$489K Buy
22,897
+11,619
+103% +$208K ﹤0.01% 1502
2026
Q1 		$170K Sell
11,278
-1,752
-13% -$24.4K ﹤0.01% 1960
2025
Q4 		$192K Buy
+13,030
New +$203K ﹤0.01% 1832

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

Merit Financial Group's PENN Position: Q2 2026 in Review

Merit Financial Group increased its PENN Entertainment (PENN) stake by 103% in Q2 2026, buying an estimated $208K and bringing the position to 22,897 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Merit Financial Group first reported a position in PENN in Q4 2025 and has held it in 3 quarters since. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Merit Financial Group held 22,897 shares of PENN Entertainment worth $489K as of Q2 2026.
  • Merit Financial Group bought 11,619 PENN Entertainment shares in Q2 2026, an estimated $208K.
  • PENN Entertainment made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1502 holding.
  • Merit Financial Group first reported a position in PENN Entertainment in Q4 2025 and has held it in 3 quarters since.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.