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Bare Financial Services’s Penske Automotive Group PAG Stock Holding History

Bare Financial 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
2026
Q2 		$3.94K Buy
22
+13
+144% +$2.17K ﹤0.01% 940
2026
Q1 		$1.35K Buy
+9
New +$1.43K ﹤0.01% 1130

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bare Financial Services's PAG Position: Q2 2026 in Review

Bare Financial Services increased its Penske Automotive Group (PAG) stake by 144% in Q2 2026, buying an estimated $2.17K and bringing the position to 22 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Bare Financial Services first reported a position in PAG in Q1 2026 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Bare Financial Services held 22 shares of Penske Automotive Group worth $3.94K as of Q2 2026.
  • Bare Financial Services bought 13 Penske Automotive Group shares in Q2 2026, an estimated $2.17K.
  • Penske Automotive Group made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #940 holding.
  • Bare Financial Services first reported a position in Penske Automotive Group in Q1 2026 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.