CIA
PAG icon

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

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 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.

85 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.
  • 85 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.