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Plante Moran Financial Advisors’s PENN Entertainment PENN Stock Holding History

Plante Moran Financial Advisors’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 		$470 Buy
+22
New +$394 ﹤0.01% 1144
2023
Q2 		– Sell
-10
Closed -$297 – 848
2023
Q1 		$297 Sell
10
-250
-96% -$7.75K ﹤0.01% 759
2022
Q4 		$7.72K Sell
260
-17
-6% -$552 ﹤0.01% 611
2022
Q3 		$8K Buy
277
+230
+489% +$7.43K ﹤0.01% 623
2022
Q2 		$1K Sell
47
-330
-88% -$11.1K ﹤0.01% 929
2022
Q1 		$16K Buy
377
+330
+702% +$15.1K ﹤0.01% 537
2021
Q4 		$2K Hold
47
– – ﹤0.01% 924
2021
Q3 		$3K Buy
47
+10
+27% +$735 ﹤0.01% 843
2021
Q2 		$3K Buy
+37
New +$3.19K ﹤0.01% 860
2020
Q3 		– Sell
-10,000
Closed -$305K – 884
2020
Q2 		$305K Sell
10,000
-50
-0.5% -$1.15K 0.12% 96
2020
Q1 		$127K Buy
+10,050
New +$253K 0.06% 165
2019
Q1 		– Sell
-77
Closed -$1K – 890
2018
Q4 		$1K Buy
+77
New +$1.83K ﹤0.01% 823
2014
Q3 		– Sell
-83
Closed -$1K – 836
2014
Q2 		$1K Hold
83
– – ﹤0.01% 803
2014
Q1 		$1K Hold
83
– – ﹤0.01% 589
2013
Q4 		$1K Sell
83
-284
-77% -$3.9K ﹤0.01% 659
2013
Q3 		$5K Hold
367
– – ﹤0.01% 474
2013
Q2 		$4K Buy
+367
New +$4.64K ﹤0.01% 474

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

Plante Moran Financial Advisors's PENN Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in PENN Entertainment (PENN) in Q2 2026: 22 shares worth $470. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PENN as recently as Q1 2023.

Plante Moran Financial Advisors first reported a position in PENN in Q2 2013 and has held it in 17 quarters since. The position peaked at $305K in Q2 2020. 380 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Plante Moran Financial Advisors held 22 shares of PENN Entertainment worth $470 as of Q2 2026.
  • PENN Entertainment was a new Plante Moran Financial Advisors position in Q2 2026.
  • PENN Entertainment made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1144 holding.
  • Plante Moran Financial Advisors first reported a position in PENN Entertainment in Q2 2013 and has held it in 17 quarters since.
  • Plante Moran Financial Advisors's PENN Entertainment position peaked at $305K in Q2 2020.
  • 380 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.