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Basecamp Wealth Advisors’s Penske Automotive Group PAG Stock Holding History

Basecamp Wealth Advisors’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 		$17.4K Hold
97
– – ﹤0.01% 871
2026
Q1 		$14.5K Sell
97
-63
-39% -$9.98K ﹤0.01% 921
2025
Q4 		$25.3K Buy
+160
New +$26.3K 0.01% 712

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

Basecamp Wealth Advisors's PAG Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Penske Automotive Group (PAG) position steady in Q2 2026 at 97 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Basecamp Wealth Advisors first reported a position in PAG in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.3K in Q4 2025. 392 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Basecamp Wealth Advisors held 97 shares of Penske Automotive Group worth $17.4K as of Q2 2026.
  • Basecamp Wealth Advisors left its Penske Automotive Group share count unchanged in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #871 holding.
  • Basecamp Wealth Advisors first reported a position in Penske Automotive Group in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Penske Automotive Group position peaked at $25.3K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.