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BFC Planning, Inc.’s Penske Automotive Group PAG Stock Holding History

BFC Planning, Inc.’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 		$92.1K Buy
515
+3
+0.6% +$501 ﹤0.01% 1269
2026
Q1 		$76.6K Buy
512
+2
+0.4% +$317 ﹤0.01% 1190
2025
Q4 		$80.7K Buy
510
+3
+0.6% +$493 ﹤0.01% 1187
2025
Q3 		$88.2K Buy
507
+2
+0.4% +$357 0.01% 973
2025
Q2 		$86.8K Sell
505
-14
-3% -$2.24K 0.01% 939
2025
Q1 		$74.8K Sell
519
-3
-0.6% -$481 0.01% 969
2024
Q4 		$79.6K Buy
+522
New +$82.8K 0.01% 953

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 $551B AUM 33.95% 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 $313B AUM 26.62% 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 $54.1B AUM 39.29% 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

BFC Planning, Inc.'s PAG Position: Q2 2026 in Review

BFC Planning, Inc. increased its Penske Automotive Group (PAG) stake by 0.59% in Q2 2026, buying an estimated $501 and bringing the position to 515 shares worth $92.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

BFC Planning, Inc. first reported a position in PAG in Q4 2024 and has held it in 7 quarters since. 399 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • BFC Planning, Inc. held 515 shares of Penske Automotive Group worth $92.1K as of Q2 2026.
  • BFC Planning, Inc. bought 3 Penske Automotive Group shares in Q2 2026, an estimated $501.
  • Penske Automotive Group made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1269 holding.
  • BFC Planning, Inc. first reported a position in Penske Automotive Group in Q4 2024 and has held it in 7 quarters since.
  • 399 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.