Pinnacle Wealth Planning Services, Inc.
Position in PENN — PENN Entertainment, Inc.
CIK 1726752
MANSFIELD, OH
Position in PENN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$66,002
+$22,942 QoQ
Shares Held
3,090
+7.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#250
of 378 holders
Holding Since
Sep 2020
6 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, 2026Pinnacle Wealth Planning Services, Inc. holds $984,259 across 11 Resorts & Casinos names. PENN ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BYD |
Boyd Gaming Corp
|
3,096 | $273,469 | |
| 2 | MGM |
MGM Resorts International
|
3,872 | $185,120 | |
| 3 | WYNN |
Wynn Resorts Ltd
|
1,549 | $150,392 | |
| 4 | MTN |
Vail Resorts Inc
|
502 | $68,347 | |
| 5 | PENN |
PENN Entertainment, Inc.
This page
|
3,090 | $66,002 | |
| 6 | RRR |
Red Rock Resorts, Inc.
|
832 | $54,129 | |
| 7 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
465 | $47,374 | |
| 8 | MCRI |
Monarch Casino & Resort Inc
|
350 | $46,063 |
All Filings in PENN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,002 | 3,090 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $43,060 | 2,865 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,628 | 585 | Shares | Sole | 2026-02-13 | |
| 2021-03-31 | $359,915 | 3,433 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $275,779 | 3,193 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $211,556 | 2,910 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||