CX Institutional’s Penske Automotive Group PAG Stock Holding History

CX Institutional’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	$1.33M	Buy	7,436 +5,372	+260%	+$898K	0.04%	294
2026 Q1	$309K	Buy	+2,064	New	+$327K	0.01%	596
2021 Q2	–	Sell	-395	Closed	-$32K	–	966
2021 Q1	$32K	Buy	395 +2	+0.5%	+$140	﹤0.01%	583
2020 Q4	$23K	Buy	393 +3	+0.8%	+$169	﹤0.01%	588
2020 Q3	$19K	Hold	390	–	–	﹤0.01%	555
2020 Q2	$15K	Hold	390	–	–	﹤0.01%	503
2020 Q1	$11K	Hold	390	–	–	﹤0.01%	443
2019 Q4	$20K	Hold	390	–	–	﹤0.01%	352
2019 Q3	$18K	Hold	390	–	–	﹤0.01%	385
2019 Q2	$18K	Hold	390	–	–	﹤0.01%	413
2019 Q1	$17K	Hold	390	–	–	﹤0.01%	414
2018 Q4	$16K	Hold	390	–	–	﹤0.01%	329
2018 Q3	$18K	Hold	390	–	–	0.01%	228
2018 Q2	$18K	Buy	+390	New	+$18.4K	0.01%	203

Other funds holding PAG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

CX Institutional's PAG Position: Q2 2026 in Review

CX Institutional increased its Penske Automotive Group (PAG) stake by 260% in Q2 2026, buying an estimated $898K and bringing the position to 7,436 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #294.

CX Institutional first reported a position in PAG in Q2 2018 and has held it in 14 quarters since. 60 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

CX Institutional held 7,436 shares of Penske Automotive Group worth $1.33M as of Q2 2026.
CX Institutional bought 5,372 Penske Automotive Group shares in Q2 2026, an estimated $898K.
Penske Automotive Group made up 0.04% of CX Institutional's portfolio in Q2 2026, its #294 holding.
CX Institutional first reported a position in Penske Automotive Group in Q2 2018 and has held it in 14 quarters since.
60 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.