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Freestone Grove Partners’s Penske Automotive Group PAG Stock Holding History

Freestone Grove 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
Q1 		$413K Buy
+2,765
New +$438K ﹤0.01% 637
2025
Q4 		– Sell
-3,945
Closed -$686K – 885
2025
Q3 		$686K Buy
+3,945
New +$703K 0.01% 489

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

Freestone Grove Partners's PAG Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Penske Automotive Group (PAG) in Q1 2026: 2,765 shares worth $413K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in PAG as recently as Q3 2025.

Freestone Grove Partners first reported a position in PAG in Q3 2025 and has held it in 2 quarters since. The position peaked at $686K in Q3 2025. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Freestone Grove Partners held 2,765 shares of Penske Automotive Group worth $413K as of Q1 2026.
  • Penske Automotive Group was a new Freestone Grove Partners position in Q1 2026.
  • Penske Automotive Group made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #637 holding.
  • Freestone Grove Partners first reported a position in Penske Automotive Group in Q3 2025 and has held it in 2 quarters since.
  • Freestone Grove Partners's Penske Automotive Group position peaked at $686K in Q3 2025.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.