Financial Engines Advisors
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Financial Engines Advisors’s Penske Automotive Group PAG Stock Holding History

Financial Engines Advisors’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 		$662K Buy
3,697
+1,148
+45% +$192K ﹤0.01% 367
2026
Q1 		$381K Sell
2,549
-934
-27% -$148K ﹤0.01% 428
2025
Q4 		$551K Buy
3,483
+54
+2% +$8.88K ﹤0.01% 383
2025
Q3 		$596K Sell
3,429
-1,106
-24% -$197K ﹤0.01% 370
2025
Q2 		$779K Sell
4,535
-1,253
-22% -$201K ﹤0.01% 324
2025
Q1 		$833K Buy
5,788
+2,879
+99% +$461K ﹤0.01% 272
2024
Q4 		$443K Buy
2,909
+275
+10% +$43.6K ﹤0.01% 337
2024
Q3 		$428K Sell
2,634
-308
-10% -$49.1K ﹤0.01% 291
2024
Q2 		$438K Buy
2,942
+930
+46% +$141K ﹤0.01% 272
2024
Q1 		$326K Buy
+2,012
New +$307K ﹤0.01% 282

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors's PAG Position: Q2 2026 in Review

Financial Engines Advisors increased its Penske Automotive Group (PAG) stake by 45% in Q2 2026, buying an estimated $192K and bringing the position to 3,697 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Financial Engines Advisors first reported a position in PAG in Q1 2024 and has held it in 10 quarters since. The position peaked at $833K in Q1 2025. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Financial Engines Advisors held 3,697 shares of Penske Automotive Group worth $662K as of Q2 2026.
  • Financial Engines Advisors bought 1,148 Penske Automotive Group shares in Q2 2026, an estimated $192K.
  • Penske Automotive Group made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #367 holding.
  • Financial Engines Advisors first reported a position in Penske Automotive Group in Q1 2024 and has held it in 10 quarters since.
  • Financial Engines Advisors's Penske Automotive Group position peaked at $833K in Q1 2025.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.