Compass Financial Management’s Penske Automotive Group PAG Stock Holding History

Compass Financial Management’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	$8.12K	Buy	+42	New	+$7.02K	﹤0.01%	1097

Other funds holding PAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Management's PAG Position: Q2 2026 in Review

Compass Financial Management opened a new position in Penske Automotive Group (PAG) in Q2 2026: 42 shares worth $8.12K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings.

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

Compass Financial Management held 42 shares of Penske Automotive Group worth $8.12K as of Q2 2026.
Penske Automotive Group was a new Compass Financial Management position in Q2 2026.
Penske Automotive Group made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1097 holding.
370 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.