SageView Advisory Group’s PENN Entertainment PENN Stock Holding History

SageView Advisory 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 Q1	–	Sell	-4	Closed	-$59	–	1897
2025 Q4	$59	Buy	+4	New	+$62	﹤0.01%	2563

Other funds holding PENN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

HPC

Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's PENN Position: Q1 2026 in Review

SageView Advisory Group sold out of PENN Entertainment (PENN) in Q1 2026, closing a stake of 4 shares — an estimated $59 sold.

SageView Advisory Group first reported a position in PENN in Q4 2025 and held it in 1 quarter. The position peaked at $59 in Q4 2025. 371 funds tracked by Wall St. Rank hold PENN as of Q1 2026.

SageView Advisory Group reported no remaining PENN Entertainment position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 4 PENN Entertainment shares in Q1 2026, an estimated $59.
SageView Advisory Group first reported a position in PENN Entertainment in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's PENN Entertainment position peaked at $59 in Q4 2025.
371 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.