CPIG
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Chicago Partners Investment Group’s Penske Automotive Group PAG Stock Holding History

Chicago Partners Investment Group’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 		$1.28M Sell
8,017
-743
-8% -$118K 0.03% 455
2025
Q4 		$1.4M Sell
8,760
-528
-6% -$86.8K 0.03% 369
2025
Q3 		$1.51M Buy
9,288
+204
+2% +$36.4K 0.04% 332
2025
Q2 		$1.57M Buy
9,084
+921
+11% +$148K 0.05% 301
2025
Q1 		$1.27M Buy
8,163
+488
+6% +$78.2K 0.04% 321
2024
Q4 		$1.17M Buy
7,675
+163
+2% +$25.9K 0.04% 317
2024
Q3 		$1.14M Buy
7,512
+221
+3% +$35.2K 0.04% 304
2024
Q2 		$1.2M Buy
7,291
+526
+8% +$80K 0.05% 291
2024
Q1 		$1.03M Sell
6,765
-64
-0.9% -$9.77K 0.04% 314
2023
Q4 		$1.03M Buy
6,829
+59
+0.9% +$9.04K 0.05% 299
2023
Q3 		$976K Buy
6,770
+5
+0.1% +$836 0.05% 291
2023
Q2 		$1.17M Buy
6,765
+706
+12% +$102K 0.06% 269
2023
Q1 		$857K Hold
6,059
– – 0.05% 285
2022
Q4 		$817K Hold
6,059
– – 0.05% 292
2022
Q3 		$680K Hold
6,059
– – 0.05% 285
2022
Q2 		$694K Buy
6,059
+769
+15% +$82.4K 0.05% 281
2022
Q1 		$575K Hold
5,290
– – 0.04% 294
2021
Q4 		$511K Hold
5,290
– – 0.04% 328
2021
Q3 		$587K Sell
5,290
-26
-0.5% -$2.28K 0.04% 308
2021
Q2 		$428K Buy
5,316
+908
+21% +$76K 0.03% 351
2021
Q1 		$391K Hold
4,408
– – 0.03% 346
2020
Q4 		$288K Buy
+4,408
New +$248K 0.03% 376

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

Chicago Partners Investment Group's PAG Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its Penske Automotive Group (PAG) stake by 8.5% in Q1 2026, selling an estimated $118K and leaving 8,017 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #455.

Chicago Partners Investment Group first reported a position in PAG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.57M in Q2 2025. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Chicago Partners Investment Group held 8,017 shares of Penske Automotive Group worth $1.28M as of Q1 2026.
  • Chicago Partners Investment Group sold 743 Penske Automotive Group shares in Q1 2026, an estimated $118K.
  • Penske Automotive Group made up 0.03% of Chicago Partners Investment Group's portfolio in Q1 2026, its #455 holding.
  • Chicago Partners Investment Group first reported a position in Penske Automotive Group in Q4 2020 and has held it in 22 quarters since.
  • Chicago Partners Investment Group's Penske Automotive Group position peaked at $1.57M in Q2 2025.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.