Rothwell Investment Advisors, LLC’s Penske Automotive Group PAG Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio PAG Stock Details PAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.15K	Buy	+11	New	+$2.31K	﹤0.01%	1030

Other funds holding PAG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PAG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Penske Automotive Group (PAG) in Q3 2026: 11 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #1030 among its holdings.

190 funds tracked by Wall St. Rank hold PAG as of Q3 2026.

Rothwell Investment Advisors, LLC held 11 shares of Penske Automotive Group worth $2.15K as of Q3 2026.
Penske Automotive Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Penske Automotive Group made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1030 holding.
190 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.