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
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

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

Financial Engines Advisors's PAG Position: Q1 2026 in Review

Financial Engines Advisors reduced its Penske Automotive Group (PAG) stake by 27% in Q1 2026, selling an estimated $148K and leaving 2,549 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Financial Engines Advisors first reported a position in PAG in Q1 2024 and has held it in 9 quarters since. The position peaked at $833K in Q1 2025. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Financial Engines Advisors held 2,549 shares of Penske Automotive Group worth $381K as of Q1 2026.
  • Financial Engines Advisors sold 934 Penske Automotive Group shares in Q1 2026, an estimated $148K.
  • Penske Automotive Group made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #428 holding.
  • Financial Engines Advisors first reported a position in Penske Automotive Group in Q1 2024 and has held it in 9 quarters since.
  • Financial Engines Advisors's Penske Automotive Group position peaked at $833K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.