Principal Financial Group
PENN icon

Principal Financial Group’s PENN Entertainment PENN Stock Holding History

Principal Financial Group’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 		$13.1M Sell
613,957
-3,238
-0.5% -$58K 0.01% 1259
2026
Q1 		$9.28M Buy
617,195
+9,836
+2% +$137K 0.01% 1368
2025
Q4 		$8.96M Sell
607,359
-66,945
-10% -$1.04M ﹤0.01% 1369
2025
Q3 		$13M Sell
674,304
-43,616
-6% -$818K 0.01% 1133
2025
Q2 		$12.8M Sell
717,920
-24,979
-3% -$392K 0.01% 1107
2025
Q1 		$12.1M Buy
742,899
+17,752
+2% +$347K 0.01% 1154
2024
Q4 		$14.4M Buy
725,147
+20,662
+3% +$406K 0.01% 1075
2024
Q3 		$13.3M Sell
704,485
-29,355
-4% -$559K 0.01% 1099
2024
Q2 		$14.2M Buy
733,840
+172,792
+31% +$2.93M 0.01% 1072
2024
Q1 		$10.2M Sell
561,048
-21,051
-4% -$435K 0.01% 1292
2023
Q4 		$15.1M Buy
582,099
+24,768
+4% +$574K 0.01% 1066
2023
Q3 		$12.8M Sell
557,331
-21,299
-4% -$515K 0.01% 1088
2023
Q2 		$13.9M Sell
578,630
-35,317
-6% -$941K 0.01% 1072
2023
Q1 		$18.2M Buy
613,947
+5,474
+0.9% +$170K 0.01% 902
2022
Q4 		$18.1M Sell
608,473
-9,782
-2% -$317K 0.01% 886
2022
Q3 		$17M Buy
618,255
+416,326
+206% +$13.4M 0.01% 877
2022
Q2 		$6.14M Buy
201,929
+1,329
+0.7% +$44.9K ﹤0.01% 1483
2022
Q1 		$8.51M Buy
200,600
+2,731
+1% +$125K 0.01% 1463
2021
Q4 		$10.3M Buy
197,869
+4,255
+2% +$258K 0.01% 1385
2021
Q3 		$14M Buy
193,614
+2,046
+1% +$150K 0.01% 1209
2021
Q2 		$14.7M Sell
191,568
-117,884
-38% -$10.2M 0.01% 1205
2021
Q1 		$32.4M Sell
309,452
-143,530
-32% -$15.9M 0.02% 601
2020
Q4 		$39.1M Buy
452,982
+18,745
+4% +$1.34M 0.03% 455
2020
Q3 		$31.6M Buy
434,237
+29,021
+7% +$1.42M 0.03% 493
2020
Q2 		$12.4M Buy
405,216
+70,499
+21% +$1.61M 0.01% 927
2020
Q1 		$4.23M Sell
334,717
-127,903
-28% -$3.21M ﹤0.01% 1345
2019
Q4 		$11.8M Sell
462,620
-9
-0% -$200 0.01% 1156
2019
Q3 		$8.62M Buy
462,629
+1,426
+0.3% +$27K 0.01% 1286
2019
Q2 		$8.88M Buy
461,203
+1,461
+0.3% +$29.6K 0.01% 1293
2019
Q1 		$9.24M Sell
459,742
-5,581
-1% -$131K 0.01% 1276
2018
Q4 		$8.76M Sell
465,323
-278,673
-37% -$6.62M 0.01% 1252
2018
Q3 		$24.5M Buy
743,996
+29,809
+4% +$992K 0.02% 723
2018
Q2 		$24M Buy
714,187
+50,985
+8% +$1.59M 0.02% 704
2018
Q1 		$17.4M Buy
663,202
+20,624
+3% +$596K 0.02% 876
2017
Q4 		$20.1M Sell
642,578
-7,098
-1% -$192K 0.02% 816
2017
Q3 		$15.2M Buy
649,676
+2,544
+0.4% +$54.5K 0.01% 984
2017
Q2 		$13.8M Buy
647,132
+9,842
+2% +$194K 0.01% 1014
2017
Q1 		$11.7M Buy
637,290
+626,926
+6,049% +$9.19M 0.01% 1083
2016
Q4 		$143K Buy
10,364
+260
+3% +$3.54K ﹤0.01% 2126
2016
Q3 		$137K Buy
+10,104
New +$142K ﹤0.01% 2080
2016
Q2 		– Sell
-15,716
Closed -$262K – 2199
2016
Q1 		$262K Buy
15,716
+4,850
+45% +$69.5K ﹤0.01% 1953
2015
Q4 		$174K Sell
10,866
-4,740
-30% -$79.8K ﹤0.01% 2068
2015
Q3 		$262K Buy
15,606
+2,494
+19% +$45.6K ﹤0.01% 1970
2015
Q2 		$241K Sell
13,112
-1,282
-9% -$21.3K ﹤0.01% 2001
2015
Q1 		$225K Buy
14,394
+1,445
+11% +$22.7K ﹤0.01% 1998
2014
Q4 		$178K Sell
12,949
-2,069
-14% -$26.8K ﹤0.01% 2054
2014
Q3 		$168K Hold
15,018
– – ﹤0.01% 2058
2014
Q2 		$182K Buy
+15,018
New +$177K ﹤0.01% 2113

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

Principal Financial Group's PENN Position: Q2 2026 in Review

Principal Financial Group reduced its PENN Entertainment (PENN) stake by 0.52% in Q2 2026, selling an estimated $58K and leaving 613,957 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #1259.

Principal Financial Group first reported a position in PENN in Q2 2014 and has held it in 48 quarters since. The position peaked at $39.1M in Q4 2020. 380 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Principal Financial Group held 613,957 shares of PENN Entertainment worth $13.1M as of Q2 2026.
  • Principal Financial Group sold 3,238 PENN Entertainment shares in Q2 2026, an estimated $58K.
  • PENN Entertainment made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1259 holding.
  • Principal Financial Group first reported a position in PENN Entertainment in Q2 2014 and has held it in 48 quarters since.
  • Principal Financial Group's PENN Entertainment position peaked at $39.1M in Q4 2020.
  • 380 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.