EP
PAG icon

Essential Partners’s Penske Automotive Group PAG Stock Holding History

Essential Partners’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
Q3 		$34.9K Sell
174
-15
-8% -$3.16K 0.02% 730
2026
Q2 		$33.8K Sell
189
-290
-61% -$48.5K 0.02% 722
2026
Q1 		$71.6K Sell
479
-1,233
-72% -$195K 0.02% 500
2025
Q4 		$271K Sell
1,712
-103
-6% -$16.9K 0.08% 262
2025
Q3 		$316K Buy
1,815
+286
+19% +$51K 0.1% 241
2025
Q2 		$263K Buy
+1,529
New +$245K 0.1% 250

Other funds holding PAG

ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Essential Partners's PAG Position: Q3 2026 in Review

Essential Partners reduced its Penske Automotive Group (PAG) stake by 7.9% in Q3 2026, selling an estimated $3.16K and leaving 174 shares worth $34.9K. The position accounts for 0.02% of the portfolio, ranked #730.

Essential Partners first reported a position in PAG in Q2 2025 and has held it in 6 quarters since. The position peaked at $316K in Q3 2025. 26 funds tracked by Wall St. Rank hold PAG as of Q3 2026.

  • Essential Partners held 174 shares of Penske Automotive Group worth $34.9K as of Q3 2026.
  • Essential Partners sold 15 Penske Automotive Group shares in Q3 2026, an estimated $3.16K.
  • Penske Automotive Group made up 0.02% of Essential Partners's portfolio in Q3 2026, its #730 holding.
  • Essential Partners first reported a position in Penske Automotive Group in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Penske Automotive Group position peaked at $316K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.