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Caldwell Sutter Capital’s Penske Automotive Group PAG Stock Holding History

Caldwell Sutter Capital’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 		$83.2K Hold
465
– – 0.03% 324
2026
Q1 		$69.5K Hold
465
– – 0.03% 341
2025
Q4 		$73.6K Hold
465
– – 0.03% 308
2025
Q3 		$80.9K Hold
465
– – 0.03% 307
2025
Q2 		$79.9K Hold
465
– – 0.04% 301
2025
Q1 		$67K Hold
465
– – 0.03% 322
2024
Q4 		$70.9K Hold
465
– – 0.03% 316
2024
Q3 		$75.5K Hold
465
– – 0.04% 309
2024
Q2 		$69.3K Buy
+465
New +$70.7K 0.03% 312

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

Caldwell Sutter Capital's PAG Position: Q2 2026 in Review

Caldwell Sutter Capital held its Penske Automotive Group (PAG) position steady in Q2 2026 at 465 shares worth $83.2K. The position accounts for 0.03% of the portfolio, ranked #324.

Caldwell Sutter Capital first reported a position in PAG in Q2 2024 and has held it in 9 quarters since. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Caldwell Sutter Capital held 465 shares of Penske Automotive Group worth $83.2K as of Q2 2026.
  • Caldwell Sutter Capital left its Penske Automotive Group share count unchanged in Q2 2026.
  • Penske Automotive Group made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #324 holding.
  • Caldwell Sutter Capital first reported a position in Penske Automotive Group in Q2 2024 and has held it in 9 quarters since.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.