CVA Family Office’s Penske Automotive Group PAG Stock Holding History

CVA Family Office’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	$27.2K	Buy	152 +6	+4%	+$1K	﹤0.01%	739
2026 Q1	$21.8K	Buy	146 +87	+147%	+$13.8K	﹤0.01%	776
2025 Q4	$9.34K	Hold	59	–	–	﹤0.01%	805
2025 Q3	$10.3K	Hold	59	–	–	﹤0.01%	803
2025 Q2	$10.1K	Hold	59	–	–	﹤0.01%	796
2025 Q1	$8.49K	Buy	59 +4	+7%	+$641	﹤0.01%	824
2024 Q4	$8.38K	Hold	55	–	–	﹤0.01%	813
2024 Q3	$8.93K	Hold	55	–	–	﹤0.01%	775
2024 Q2	$8.2K	Hold	55	–	–	﹤0.01%	766
2024 Q1	$8.91K	Hold	55	–	–	﹤0.01%	757
2023 Q4	$8.83K	Buy	+55	New	+$8.43K	﹤0.01%	738
2023 Q3	–	Sell	-55	Closed	-$9.16K	–	731
2023 Q2	$9.16K	Hold	55	–	–	﹤0.01%	732
2023 Q1	$7.8K	Hold	55	–	–	﹤0.01%	717
2022 Q4	$6.32K	Hold	55	–	–	﹤0.01%	711
2022 Q3	$5K	Hold	55	–	–	﹤0.01%	724
2022 Q2	$6K	Sell	55 -25	-31%	-$2.68K	﹤0.01%	724
2022 Q1	$7K	Buy	80 +25	+45%	+$2.53K	﹤0.01%	730
2021 Q4	$6K	Buy	+55	New	+$5.75K	﹤0.01%	726
2021 Q3	–	Sell	-65	Closed	-$5K	–	726
2021 Q2	$5K	Buy	65 +10	+18%	+$837	﹤0.01%	770
2021 Q1	$4K	Buy	+55	New	+$3.85K	﹤0.01%	653

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 $3.38T AUM 44.17% 1-Year Est. Return

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

CVA Family Office's PAG Position: Q2 2026 in Review

CVA Family Office increased its Penske Automotive Group (PAG) stake by 4.1% in Q2 2026, buying an estimated $1K and bringing the position to 152 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

CVA Family Office first reported a position in PAG in Q1 2021 and has held it in 20 quarters since. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

CVA Family Office held 152 shares of Penske Automotive Group worth $27.2K as of Q2 2026.
CVA Family Office bought 6 Penske Automotive Group shares in Q2 2026, an estimated $1K.
Penske Automotive Group made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #739 holding.
CVA Family Office first reported a position in Penske Automotive Group in Q1 2021 and has held it in 20 quarters since.
395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.