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Planning Strategies’s PENN Entertainment PENN Stock Holding History

Planning Strategies’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 		$3.59K Buy
+168
New +$3.01K ﹤0.01% 468

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Planning Strategies's PENN Position: Q2 2026 in Review

Planning Strategies opened a new position in PENN Entertainment (PENN) in Q2 2026: 168 shares worth $3.59K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings.

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

  • Planning Strategies held 168 shares of PENN Entertainment worth $3.59K as of Q2 2026.
  • PENN Entertainment was a new Planning Strategies position in Q2 2026.
  • PENN Entertainment made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #468 holding.
  • 355 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.