BGAI
PAG icon

Bruce G. Allen Investments’s Penske Automotive Group PAG Stock Holding History

Bruce G. Allen Investments’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
Q1 		$5.23K Hold
35
– – ﹤0.01% 552
2025
Q4 		$5.54K Hold
35
– – ﹤0.01% 545
2025
Q3 		$6.09K Hold
35
– – ﹤0.01% 531
2025
Q2 		$6.01K Hold
35
– – ﹤0.01% 539
2025
Q1 		$5.04K Hold
35
– – ﹤0.01% 564
2024
Q4 		$5.33K Hold
35
– – ﹤0.01% 569
2024
Q3 		$5.68K Hold
35
– – ﹤0.01% 557
2024
Q2 		$5.22K Hold
35
– – ﹤0.01% 563
2024
Q1 		$5.67K Hold
35
– – ﹤0.01% 569
2023
Q4 		$5.62K Buy
+35
New +$5.36K 0.01% 572

Other funds holding PAG

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bruce G. Allen Investments's PAG Position: Q1 2026 in Review

Bruce G. Allen Investments held its Penske Automotive Group (PAG) position steady in Q1 2026 at 35 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Bruce G. Allen Investments first reported a position in PAG in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.09K in Q3 2025. 375 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Bruce G. Allen Investments held 35 shares of Penske Automotive Group worth $5.23K as of Q1 2026.
  • Bruce G. Allen Investments left its Penske Automotive Group share count unchanged in Q1 2026.
  • Penske Automotive Group made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #552 holding.
  • Bruce G. Allen Investments first reported a position in Penske Automotive Group in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Penske Automotive Group position peaked at $6.09K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.