Steward Partners Investment Advisory, LLC
Position in PENN — PENN Entertainment, Inc.
CIK 1723397
STAMFORD, CT
Position in PENN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,910
+$87 QoQ
Shares Held
1,728
-29.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 378 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $1,323,421 across 9 Resorts & Casinos names. PENN ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HGV |
Hilton Grand Vacations Inc.
|
7,873 | $412,309 | |
| 2 | MGM |
MGM Resorts International
|
8,258 | $394,814 | |
| 3 | LVS |
Las Vegas Sands Corp
|
4,909 | $226,746 | |
| 4 | MTN |
Vail Resorts Inc
|
940 | $127,981 | |
| 5 | BYD |
Boyd Gaming Corp
|
805 | $71,105 | |
| 6 | CZR |
Caesars Entertainment, Inc.
|
1,618 | $48,831 | |
| 7 | PENN |
PENN Entertainment, Inc.
This page
|
1,728 | $36,910 | |
| 8 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
40 | $4,075 |
All Filings in PENN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,910 | 1,728 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $36,823 | 2,450 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $36,314 | 2,462 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $55,122 | 2,862 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $62,527 | 3,499 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $68,665 | 4,210 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $94,343 | 4,760 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $144,411 | 7,657 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $179,699 | 9,282 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $183,993 | 10,104 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $279,741 | 10,751 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $507,424 | 22,110 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $212,977 | 8,863 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $264,359 | 8,913 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $284,377 | 9,575 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $314,439 | 11,430 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $441,850 | 14,525 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $833,043 | 19,638 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,205,927 | 23,258 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,140,540 | 29,541 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,065,505 | 13,930 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $637,217 | 6,078 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $87,492 | 1,013 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $116,174 | 1,598 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $83,771 | 2,743 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $21,024 | 1,662 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||