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Root Financial Partners’s PENN Entertainment PENN Stock Holding History

Root Financial Partners’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
Q1 		$1.2K Buy
80
+76
+1,900% +$1.06K ﹤0.01% 2530
2025
Q4 		$59 Sell
4
-171
-98% -$2.67K ﹤0.01% 2366
2025
Q3 		$3.37K Buy
+175
New +$3.28K ﹤0.01% 1849

Other funds holding PENN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's PENN Position: Q1 2026 in Review

Root Financial Partners increased its PENN Entertainment (PENN) stake by 1,900% in Q1 2026, buying an estimated $1.06K and bringing the position to 80 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2530.

Root Financial Partners first reported a position in PENN in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.37K in Q3 2025. 371 funds tracked by Wall St. Rank hold PENN as of Q1 2026.

  • Root Financial Partners held 80 shares of PENN Entertainment worth $1.2K as of Q1 2026.
  • Root Financial Partners bought 76 PENN Entertainment shares in Q1 2026, an estimated $1.06K.
  • PENN Entertainment made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2530 holding.
  • Root Financial Partners first reported a position in PENN Entertainment in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's PENN Entertainment position peaked at $3.37K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.