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Basepoint Wealth’s Penske Automotive Group PAG Stock Holding History

Basepoint Wealth’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 		$1.08M Buy
6,014
+2,913
+94% +$487K 0.62% 29
2026
Q1 		$464K Buy
+3,101
New +$491K 0.27% 59

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

Basepoint Wealth's PAG Position: Q2 2026 in Review

Basepoint Wealth increased its Penske Automotive Group (PAG) stake by 94% in Q2 2026, buying an estimated $487K and bringing the position to 6,014 shares worth $1.08M. The position accounts for 0.62% of the portfolio, ranked #29.

Basepoint Wealth first reported a position in PAG in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Basepoint Wealth held 6,014 shares of Penske Automotive Group worth $1.08M as of Q2 2026.
  • Basepoint Wealth bought 2,913 Penske Automotive Group shares in Q2 2026, an estimated $487K.
  • Penske Automotive Group made up 0.62% of Basepoint Wealth's portfolio in Q2 2026, its #29 holding.
  • Basepoint Wealth first reported a position in Penske Automotive Group in Q1 2026 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.