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Stonebridge Financial Group (Pennsylvania)’s PENN Entertainment PENN Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-305
Closed -$4.97K – 726
2025
Q1 		$4.97K Hold
305
– – ﹤0.01% 703
2024
Q4 		$6.04K Buy
+305
New +$5.99K ﹤0.01% 659

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $4.67B AUM 83.55% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s PENN Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of PENN Entertainment (PENN) in Q2 2025, closing a stake of 305 shares — an estimated $4.97K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in PENN in Q4 2024 and held it in 2 quarters. The position peaked at $6.04K in Q4 2024. 361 funds tracked by Wall St. Rank hold PENN as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining PENN Entertainment position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 305 PENN Entertainment shares in Q2 2025, an estimated $4.97K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in PENN Entertainment in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s PENN Entertainment position peaked at $6.04K in Q4 2024.
  • 361 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.