Excelsior Advisor Network’s Penske Automotive Group PAG Stock Holding History

Excelsior Advisor Network’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	$204K	Buy	+1,142	New	+$191K	0.03%	437

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

Excelsior Advisor Network's PAG Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Penske Automotive Group (PAG) in Q2 2026: 1,142 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #437 among its holdings.

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

Excelsior Advisor Network held 1,142 shares of Penske Automotive Group worth $204K as of Q2 2026.
Penske Automotive Group was a new Excelsior Advisor Network position in Q2 2026.
Penske Automotive Group made up 0.03% of Excelsior Advisor Network's portfolio in Q2 2026, its #437 holding.
392 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.