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Sequoia Financial Advisors’s PENN Entertainment PENN Stock Holding History

Sequoia Financial Advisors’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
-432,295
Closed -$6.38M – 2029
2025
Q4 		$6.38M Buy
+432,295
New +$6.74M 0.04% 275
2018
Q4 		– Sell
-81,348
Closed -$2.68M – 326
2018
Q3 		$2.68M Buy
81,348
+498
+0.6% +$16.6K 0.27% 65
2018
Q2 		$2.72M Buy
80,850
+1,426
+2% +$44.5K 0.29% 62
2018
Q1 		$2.09M Buy
79,424
+4,741
+6% +$137K 0.22% 75
2017
Q4 		$2.34M Buy
+74,683
New +$2.02M 0.25% 70

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
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
Vanguard Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sequoia Financial Advisors's PENN Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of PENN Entertainment (PENN) in Q1 2026, closing a stake of 432,295 shares — an estimated $6.38M sold.

Sequoia Financial Advisors first reported a position in PENN in Q4 2017 and held it in 5 quarters. The position peaked at $6.38M in Q4 2025. 371 funds tracked by Wall St. Rank hold PENN as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining PENN Entertainment position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 432,295 PENN Entertainment shares in Q1 2026, an estimated $6.38M.
  • Sequoia Financial Advisors first reported a position in PENN Entertainment in Q4 2017 and held it in 5 quarters.
  • Sequoia Financial Advisors's PENN Entertainment position peaked at $6.38M in Q4 2025.
  • 371 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.