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Avantax Advisory Services’s Penske Automotive Group PAG Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$298K Buy
1,735
+18
+1% +$2.89K ﹤0.01% 1912
2025
Q1 		$247K Buy
+1,717
New +$275K ﹤0.01% 1963
2024
Q4 		– Sell
-1,301
Closed -$211K – 2249
2024
Q3 		$211K Buy
+1,301
New +$207K ﹤0.01% 1977

Other funds holding PAG

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's PAG Position: Q2 2025 in Review

Avantax Advisory Services increased its Penske Automotive Group (PAG) stake by 1% in Q2 2025, buying an estimated $2.89K and bringing the position to 1,735 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

Avantax Advisory Services first reported a position in PAG in Q3 2024 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold PAG as of Q2 2025.

  • Avantax Advisory Services held 1,735 shares of Penske Automotive Group worth $298K as of Q2 2025.
  • Avantax Advisory Services bought 18 Penske Automotive Group shares in Q2 2025, an estimated $2.89K.
  • Penske Automotive Group made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1912 holding.
  • Avantax Advisory Services first reported a position in Penske Automotive Group in Q3 2024 and has held it in 3 quarters since.
  • 368 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.