Summit Securities Group’s PENN Entertainment PENN Stock Holding History

Summit Securities 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	-15,000	Closed	-$221K	–	1306
2025 Q4	$221K	Hold	15,000	–	–	0.03%	315
2025 Q3	$289K	Sell	15,000 -90,000	-86%	-$1.69M	0.06%	226
2025 Q2	$1.88M	Buy	+105,000	New	+$1.65M	0.36%	58
2024 Q3	–	Sell	-4,000	Closed	-$77K	–	791
2024 Q2	$77K	Buy	+4,000	New	+$67.9K	0.01%	250
2021 Q3	–	Sell	-462	Closed	-$3.53M	–	843
2021 Q2	$3.53M	Buy	462 +62	+16%	+$5.34K	0.29%	76
2021 Q1	$4.19M	Hold	400	–	–	0.46%	40
2020 Q4	$3.46M	Hold	400	–	–	0.29%	95
2020 Q3	$2.91M	Buy	+400	New	+$19.6K	0.3%	67

Other funds holding PENN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

HPC

Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Securities Group's PENN Position: Q1 2026 in Review

Summit Securities Group reduced its PENN Entertainment (PENN) stake by 75% in Q1 2026, selling an estimated $41.8K and leaving 993 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Summit Securities Group first reported a position in PENN in Q4 2020 and has held it in 9 quarters since. The position peaked at $320K in Q4 2020. 370 funds tracked by Wall St. Rank hold PENN as of Q1 2026.

Summit Securities Group held 993 shares of PENN Entertainment worth $14.9K as of Q1 2026.
Summit Securities Group sold 3,007 PENN Entertainment shares in Q1 2026, an estimated $41.8K.
PENN Entertainment made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #585 holding.
Summit Securities Group first reported a position in PENN Entertainment in Q4 2020 and has held it in 9 quarters since.
Summit Securities Group's PENN Entertainment position peaked at $320K in Q4 2020.
370 funds tracked by Wall St. Rank held PENN Entertainment as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.