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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
Q2 		– Sell
-80
Closed -$1.2K – 2382
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 $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

Root Financial Partners's PENN Position: Q2 2026 in Review

Root Financial Partners sold out of PENN Entertainment (PENN) in Q2 2026, closing a stake of 80 shares — an estimated $1.2K sold.

Root Financial Partners first reported a position in PENN in Q3 2025 and held it in 3 quarters. The position peaked at $3.37K in Q3 2025. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Root Financial Partners reported no remaining PENN Entertainment position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 80 PENN Entertainment shares in Q2 2026, an estimated $1.2K.
  • Root Financial Partners first reported a position in PENN Entertainment in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's PENN Entertainment position peaked at $3.37K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.