EH
PAG icon

Equitable Holdings’s Penske Automotive Group PAG Stock Holding History

Equitable Holdings’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 		$302K Buy
1,923
+334
+21% +$52.9K ﹤0.01% 1453
2025
Q4 		$252K Sell
1,589
-3
-0.2% -$493 ﹤0.01% 1403
2025
Q3 		$277K Buy
1,592
+8
+0.5% +$1.43K ﹤0.01% 1301
2025
Q2 		$272K Buy
1,584
+10
+0.6% +$1.6K ﹤0.01% 1229
2025
Q1 		$227K Buy
1,574
+8
+0.5% +$1.28K ﹤0.01% 1197
2024
Q4 		$239K Buy
+1,566
New +$248K ﹤0.01% 1136

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

Equitable Holdings's PAG Position: Q1 2026 in Review

Equitable Holdings increased its Penske Automotive Group (PAG) stake by 21% in Q1 2026, buying an estimated $52.9K and bringing the position to 1,923 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Equitable Holdings first reported a position in PAG in Q4 2024 and has held it in 6 quarters since. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Equitable Holdings held 1,923 shares of Penske Automotive Group worth $302K as of Q1 2026.
  • Equitable Holdings bought 334 Penske Automotive Group shares in Q1 2026, an estimated $52.9K.
  • Penske Automotive Group made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1453 holding.
  • Equitable Holdings first reported a position in Penske Automotive Group in Q4 2024 and has held it in 6 quarters since.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.