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 Q2	$66K	Buy	3,090 +225	+8%	+$4.03K	0.01%	1099
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Wealth Planning Services's PENN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its PENN Entertainment (PENN) stake by 7.9% in Q2 2026, buying an estimated $4.03K and bringing the position to 3,090 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #1099.

Pinnacle Wealth Planning Services first reported a position in PENN in Q3 2020 and has held it in 6 quarters since. The position peaked at $360K in Q1 2021. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

Pinnacle Wealth Planning Services held 3,090 shares of PENN Entertainment worth $66K as of Q2 2026.
Pinnacle Wealth Planning Services bought 225 PENN Entertainment shares in Q2 2026, an estimated $4.03K.
PENN Entertainment made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1099 holding.
Pinnacle Wealth Planning Services first reported a position in PENN Entertainment in Q3 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's PENN Entertainment position peaked at $360K in Q1 2021.
381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.