Planning Strategies
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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
Q3 		$2.46K Hold
168
– – ﹤0.01% 580
2026
Q2 		$3.59K Buy
+168
New +$3.01K ﹤0.01% 468

Other funds holding PENN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Planning Strategies's PENN Position: Q3 2026 in Review

Planning Strategies held its PENN Entertainment (PENN) position steady in Q3 2026 at 168 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Planning Strategies first reported a position in PENN in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.59K in Q2 2026. 286 funds tracked by Wall St. Rank hold PENN as of Q3 2026.

  • Planning Strategies held 168 shares of PENN Entertainment worth $2.46K as of Q3 2026.
  • Planning Strategies left its PENN Entertainment share count unchanged in Q3 2026.
  • PENN Entertainment made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #580 holding.
  • Planning Strategies first reported a position in PENN Entertainment in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's PENN Entertainment position peaked at $3.59K in Q2 2026.
  • 286 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.