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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
Q2 		$1.81M Buy
8,375
+358
+4% +$59.8K 0.04% 403
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

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

Chicago Partners Investment Group's PAG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Penske Automotive Group (PAG) stake by 4.5% in Q2 2026, buying an estimated $59.8K and bringing the position to 8,375 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #403.

Chicago Partners Investment Group first reported a position in PAG in Q4 2020 and has held it in 23 quarters since. 396 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Chicago Partners Investment Group held 8,375 shares of Penske Automotive Group worth $1.81M as of Q2 2026.
  • Chicago Partners Investment Group bought 358 Penske Automotive Group shares in Q2 2026, an estimated $59.8K.
  • Penske Automotive Group made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #403 holding.
  • Chicago Partners Investment Group first reported a position in Penske Automotive Group in Q4 2020 and has held it in 23 quarters since.
  • 396 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.