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Pinnacle Wealth Planning Services’s PENN Entertainment PENN Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$43.1K Buy
2,865
+2,280
+390% +$31.7K ﹤0.01% 1282
2025
Q4 		$8.63K Buy
+585
New +$9.13K ﹤0.01% 2067
2021
Q2 		– Sell
-3,433
Closed -$360K – 368
2021
Q1 		$360K Buy
3,433
+240
+8% +$26.6K 0.09% 185
2020
Q4 		$276K Buy
3,193
+283
+10% +$20.2K 0.07% 215
2020
Q3 		$212K Buy
+2,910
New +$143K 0.07% 222

Other funds holding PENN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's PENN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its PENN Entertainment (PENN) stake by 390% in Q1 2026, buying an estimated $31.7K and bringing the position to 2,865 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Pinnacle Wealth Planning Services first reported a position in PENN in Q3 2020 and has held it in 5 quarters since. The position peaked at $360K in Q1 2021. 370 funds tracked by Wall St. Rank hold PENN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,865 shares of PENN Entertainment worth $43.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2,280 PENN Entertainment shares in Q1 2026, an estimated $31.7K.
  • PENN Entertainment made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1282 holding.
  • Pinnacle Wealth Planning Services first reported a position in PENN Entertainment in Q3 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's PENN Entertainment position peaked at $360K in Q1 2021.
  • 370 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.