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Mosaic Family Wealth Partners’s PENN Entertainment PENN Stock Holding History

Mosaic Family Wealth Partners’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 		$321K Buy
+15,041
New +$270K 0.02% 344

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

Mosaic Family Wealth Partners's PENN Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in PENN Entertainment (PENN) in Q2 2026: 15,041 shares worth $321K. The stake represents 0.02% of the portfolio and ranks #344 among its holdings.

380 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Mosaic Family Wealth Partners held 15,041 shares of PENN Entertainment worth $321K as of Q2 2026.
  • PENN Entertainment was a new Mosaic Family Wealth Partners position in Q2 2026.
  • PENN Entertainment made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #344 holding.
  • 380 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.