UMB Bank
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UMB Bank’s PENN Entertainment PENN Stock Holding History

UMB Bank’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 		$14.3K Sell
977
-36
-4% -$674 ﹤0.01% 1778
2026
Q2 		$21.6K Buy
1,013
+72
+8% +$1.29K ﹤0.01% 1640
2026
Q1 		$14.1K Buy
941
+267
+40% +$3.71K ﹤0.01% 1719
2025
Q4 		$9.9K Buy
674
+193
+40% +$3.01K ﹤0.01% 1826
2025
Q3 		$9.26K Buy
481
+292
+154% +$5.48K ﹤0.01% 1700
2025
Q2 		$3.38K Sell
189
-298
-61% -$4.68K ﹤0.01% 1919
2025
Q1 		$7.94K Buy
487
+81
+20% +$1.58K ﹤0.01% 1620
2024
Q4 		$8.05K Buy
406
+29
+8% +$570 ﹤0.01% 1542
2024
Q3 		$7.11K Buy
+377
New +$7.18K ﹤0.01% 1607
2024
Q2 		– Sell
-84
Closed -$1.53K – 2198
2024
Q1 		$1.53K Sell
84
-52
-38% -$1.07K ﹤0.01% 1616
2023
Q4 		$3.54K Hold
136
– – ﹤0.01% 1445
2023
Q3 		$3.12K Buy
+136
New +$3.29K ﹤0.01% 1486
2023
Q1 		– Sell
-481
Closed -$14K – 1774
2022
Q4 		$14K Sell
481
-8
-2% -$260 ﹤0.01% 1205
2022
Q3 		$13K Buy
489
+8
+2% +$258 ﹤0.01% 1241
2022
Q2 		$15K Sell
481
-702
-59% -$23.7K ﹤0.01% 1274
2022
Q1 		$50K Sell
1,183
-38,771
-97% -$1.77M ﹤0.01% 970
2021
Q4 		$2.07M Sell
39,954
-48,451
-55% -$2.94M 0.03% 297
2021
Q3 		$6.41M Buy
+88,405
New +$6.5M 0.14% 131

Other funds holding PENN

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
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UMB Bank's PENN Position: Q3 2026 in Review

UMB Bank reduced its PENN Entertainment (PENN) stake by 3.6% in Q3 2026, selling an estimated $674 and leaving 977 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

UMB Bank first reported a position in PENN in Q3 2021 and has held it in 18 quarters since. The position peaked at $6.41M in Q3 2021. 192 funds tracked by Wall St. Rank hold PENN as of Q3 2026.

  • UMB Bank held 977 shares of PENN Entertainment worth $14.3K as of Q3 2026.
  • UMB Bank sold 36 PENN Entertainment shares in Q3 2026, an estimated $674.
  • PENN Entertainment made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1778 holding.
  • UMB Bank first reported a position in PENN Entertainment in Q3 2021 and has held it in 18 quarters since.
  • UMB Bank's PENN Entertainment position peaked at $6.41M in Q3 2021.
  • 192 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.