Plante Moran Financial Advisors, LLC
Position in PENN — PENN Entertainment, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in PENN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$469
+$173 QoQ
Shares Held
22
+120.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#354
of 379 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PENN Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $3,788 across 8 Resorts & Casinos names. PENN ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CZR |
Caesars Entertainment, Inc.
|
51 | $1,539 | |
| 2 | WYNN |
Wynn Resorts Ltd
|
5 | $485 | |
| 3 | PENN |
PENN Entertainment, Inc.
This page
|
22 | $469 | |
| 4 | RRR |
Red Rock Resorts, Inc.
|
6 | $390 | |
| 5 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
3 | $305 | |
| 6 | MGM |
MGM Resorts International
|
5 | $239 | |
| 7 | LVS |
Las Vegas Sands Corp
|
5 | $230 | |
| 8 | MCRI |
Monarch Casino & Resort Inc
|
1 | $131 |
All Filings in PENN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469 | 22 | Shares | Sole | 2026-08-06 | |
| 2023-03-31 | $296 | 10 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,722 | 260 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,620 | 277 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,429 | 47 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $15,992 | 377 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,436 | 47 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,405 | 47 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,830 | 37 | Shares | Sole | 2021-08-10 | |
| 2020-06-30 | $305,400 | 10,000 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $127,132 | 10,050 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||