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West Branch Capital’s PENN Entertainment PENN Stock Holding History

West Branch Capital’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
Q4 		– Sell
-100
Closed -$1.54K – 452
2025
Q3 		$1.54K Hold
100
– – ﹤0.01% 362
2025
Q2 		$1.54K Hold
100
– – ﹤0.01% 382
2025
Q1 		$1.63K Hold
100
– – ﹤0.01% 403
2024
Q4 		$1.98K Sell
100
-8
-7% -$157 ﹤0.01% 386
2024
Q3 		$2.04K Buy
108
+3
+3% +$57 ﹤0.01% 375
2024
Q2 		$2.03K Hold
105
– – ﹤0.01% 381
2024
Q1 		$1.91K Hold
105
– – ﹤0.01% 381
2023
Q4 		$2.73K Hold
105
– – ﹤0.01% 384
2023
Q3 		$2.41K Sell
105
-5
-5% -$121 ﹤0.01% 381
2023
Q2 		$2.64K Hold
110
– – ﹤0.01% 385
2023
Q1 		$3.26K Hold
110
– – ﹤0.01% 380
2022
Q4 		$3.27K Hold
110
– – ﹤0.01% 375
2022
Q3 		$3K Hold
110
– – ﹤0.01% 385
2022
Q2 		$3K Hold
110
– – ﹤0.01% 372
2022
Q1 		$5K Hold
110
– – ﹤0.01% 360
2021
Q4 		$6K Hold
110
– – ﹤0.01% 371
2021
Q3 		$8K Hold
110
– – ﹤0.01% 329
2021
Q2 		$8K Buy
+110
New +$9.47K ﹤0.01% 341

Other funds holding PENN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

West Branch Capital's PENN Position: Q4 2025 in Review

West Branch Capital sold out of PENN Entertainment (PENN) in Q4 2025, closing a stake of 100 shares — an estimated $1.54K sold.

West Branch Capital first reported a position in PENN in Q2 2021 and held it in 18 quarters. The position peaked at $8K in Q3 2021. 358 funds tracked by Wall St. Rank hold PENN as of Q4 2025.

  • West Branch Capital reported no remaining PENN Entertainment position as of Q4 2025 after selling out during the quarter.
  • West Branch Capital sold 100 PENN Entertainment shares in Q4 2025, an estimated $1.54K.
  • West Branch Capital first reported a position in PENN Entertainment in Q2 2021 and held it in 18 quarters.
  • West Branch Capital's PENN Entertainment position peaked at $8K in Q3 2021.
  • 358 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.