Smartleaf Asset Management
PENN icon

Smartleaf Asset Management’s PENN Entertainment PENN Stock Holding History

Smartleaf Asset Management’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 		$1.23K Buy
+84
New +$1.57K ﹤0.01% 3151
2025
Q2 		– Sell
-92
Closed -$1.56K – 2908
2025
Q1 		$1.56K Buy
92
+10
+12% +$195 ﹤0.01% 2527
2024
Q4 		$1.54K Sell
82
-97
-54% -$1.91K ﹤0.01% 2593
2024
Q3 		$3.45K Buy
179
+25
+16% +$476 ﹤0.01% 2279
2024
Q2 		$2.91K Buy
154
+126
+450% +$2.14K ﹤0.01% 2068
2024
Q1 		$512 Buy
28
+27
+2,700% +$558 ﹤0.01% 1736
2023
Q4 		$26 Buy
+1
New +$23 ﹤0.01% 1109

Other funds holding PENN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Smartleaf Asset Management's PENN Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in PENN Entertainment (PENN) in Q3 2026: 84 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #3151 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in PENN as recently as Q1 2025.

Smartleaf Asset Management first reported a position in PENN in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.45K in Q3 2024. 286 funds tracked by Wall St. Rank hold PENN as of Q3 2026.

  • Smartleaf Asset Management held 84 shares of PENN Entertainment worth $1.23K as of Q3 2026.
  • PENN Entertainment was a new Smartleaf Asset Management position in Q3 2026.
  • PENN Entertainment made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3151 holding.
  • Smartleaf Asset Management first reported a position in PENN Entertainment in Q4 2023 and has held it in 7 quarters since.
  • Smartleaf Asset Management's PENN Entertainment position peaked at $3.45K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.