Root Financial Partners
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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
Q3 		$15.8K Buy
+1,080
New +$20.2K ﹤0.01% 1681
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

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Root Financial Partners's PENN Position: Q3 2026 in Review

Root Financial Partners opened a new position in PENN Entertainment (PENN) in Q3 2026: 1,080 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #1681 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PENN as recently as Q1 2026.

Root Financial Partners first reported a position in PENN in Q3 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold PENN as of Q3 2026.

  • Root Financial Partners held 1,080 shares of PENN Entertainment worth $15.8K as of Q3 2026.
  • PENN Entertainment was a new Root Financial Partners position in Q3 2026.
  • PENN Entertainment made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1681 holding.
  • Root Financial Partners first reported a position in PENN Entertainment in Q3 2025 and has held it in 4 quarters since.
  • 174 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.