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Callan Family Office’s Penske Automotive Group PAG Stock Holding History

Callan Family Office’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 		$343K Buy
1,914
+41
+2% +$6.85K 0.01% 949
2026
Q1 		$280K Sell
1,873
-164
-8% -$26K 0.01% 958
2025
Q4 		$322K Buy
2,037
+66
+3% +$10.9K 0.01% 908
2025
Q3 		$343K Sell
1,971
-32
-2% -$5.7K 0.01% 654
2025
Q2 		$344K Buy
2,003
+493
+33% +$79.1K 0.01% 723
2025
Q1 		$217K Buy
+1,510
New +$242K 0.02% 508

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

Callan Family Office's PAG Position: Q2 2026 in Review

Callan Family Office increased its Penske Automotive Group (PAG) stake by 2.2% in Q2 2026, buying an estimated $6.85K and bringing the position to 1,914 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #949.

Callan Family Office first reported a position in PAG in Q1 2025 and has held it in 6 quarters since. The position peaked at $344K in Q2 2025. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Callan Family Office held 1,914 shares of Penske Automotive Group worth $343K as of Q2 2026.
  • Callan Family Office bought 41 Penske Automotive Group shares in Q2 2026, an estimated $6.85K.
  • Penske Automotive Group made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #949 holding.
  • Callan Family Office first reported a position in Penske Automotive Group in Q1 2025 and has held it in 6 quarters since.
  • Callan Family Office's Penske Automotive Group position peaked at $344K in Q2 2025.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.