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Beacon Investment Advisory Services’s Penske Automotive Group PAG Stock Holding History

Beacon Investment 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
2026
Q2 		$81.4K Hold
455
– – ﹤0.01% 363
2026
Q1 		$68K Buy
+455
New +$72.1K ﹤0.01% 380

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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

Beacon Investment Advisory Services's PAG Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Penske Automotive Group (PAG) position steady in Q2 2026 at 455 shares worth $81.4K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Beacon Investment Advisory Services first reported a position in PAG in Q1 2026 and has held it in 2 quarters since. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Beacon Investment Advisory Services held 455 shares of Penske Automotive Group worth $81.4K as of Q2 2026.
  • Beacon Investment Advisory Services left its Penske Automotive Group share count unchanged in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #363 holding.
  • Beacon Investment Advisory Services first reported a position in Penske Automotive Group in Q1 2026 and has held it in 2 quarters since.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.