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Cape Investment Advisory’s Penske Automotive Group PAG Stock Holding History

Cape Investment Advisory’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 		$17.9K Buy
+100
New +$16.7K ﹤0.01% 722

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

Cape Investment Advisory's PAG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Penske Automotive Group (PAG) in Q2 2026: 100 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #722 among its holdings.

395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Cape Investment Advisory held 100 shares of Penske Automotive Group worth $17.9K as of Q2 2026.
  • Penske Automotive Group was a new Cape Investment Advisory position in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #722 holding.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.