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Bell Investment Advisors’s Penske Automotive Group PAG Stock Holding History

Bell Investment 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 		$5.19K Hold
29
– – ﹤0.01% 960
2026
Q1 		$4.34K Sell
29
-10
-26% -$1.58K ﹤0.01% 1019
2025
Q4 		$6.17K Buy
39
+7
+22% +$1.15K ﹤0.01% 896
2025
Q3 		$5.57K Sell
32
-18
-36% -$3.21K ﹤0.01% 879
2025
Q2 		$8.59K Hold
50
– – ﹤0.01% 746
2025
Q1 		$7.2K Hold
50
– – ﹤0.01% 738
2024
Q4 		$7.62K Buy
50
+5
+11% +$793 ﹤0.01% 719
2024
Q3 		$7.31K Sell
45
-3
-6% -$478 ﹤0.01% 756
2024
Q2 		$7.15K Buy
48
+3
+7% +$456 ﹤0.01% 750
2024
Q1 		$7.29K Hold
45
– – ﹤0.01% 719
2023
Q4 		$7.22K Sell
45
-1
-2% -$153 ﹤0.01% 695
2023
Q3 		$7.68K Buy
46
+7
+18% +$1.17K ﹤0.01% 606
2023
Q2 		$6.5K Buy
39
+4
+11% +$580 ﹤0.01% 692
2023
Q1 		$4.96K Buy
35
+10
+40% +$1.33K ﹤0.01% 793
2022
Q4 		$2.87K Buy
25
+10
+67% +$1.14K ﹤0.01% 1090
2022
Q3 		$1K Sell
15
-9
-38% -$1K ﹤0.01% 1515
2022
Q2 		$3K Buy
+24
New +$2.57K ﹤0.01% 994
2021
Q4 		$6K Buy
60
+50
+500% +$5.23K ﹤0.01% 702
2021
Q3 		$1K Buy
+10
New +$878 ﹤0.01% 1504

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bell Investment Advisors's PAG Position: Q2 2026 in Review

Bell Investment Advisors held its Penske Automotive Group (PAG) position steady in Q2 2026 at 29 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Bell Investment Advisors first reported a position in PAG in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.59K in Q2 2025. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Bell Investment Advisors held 29 shares of Penske Automotive Group worth $5.19K as of Q2 2026.
  • Bell Investment Advisors left its Penske Automotive Group share count unchanged in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #960 holding.
  • Bell Investment Advisors first reported a position in Penske Automotive Group in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Penske Automotive Group position peaked at $8.59K in Q2 2025.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.