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Global Financial Private Client’s Penske Automotive Group PAG Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-9
Closed -$1.3K – 1191
2025
Q1 		$1.3K Buy
9
+6
+200% +$961 ﹤0.01% 990
2024
Q4 		$457 Buy
+3
New +$476 ﹤0.01% 973

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Global Financial Private Client's PAG Position: Q2 2025 in Review

Global Financial Private Client sold out of Penske Automotive Group (PAG) in Q2 2025, closing a stake of 9 shares — an estimated $1.3K sold.

Global Financial Private Client first reported a position in PAG in Q4 2024 and held it in 2 quarters. The position peaked at $1.3K in Q1 2025. 368 funds tracked by Wall St. Rank hold PAG as of Q2 2025.

  • Global Financial Private Client reported no remaining Penske Automotive Group position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 9 Penske Automotive Group shares in Q2 2025, an estimated $1.3K.
  • Global Financial Private Client first reported a position in Penske Automotive Group in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Penske Automotive Group position peaked at $1.3K in Q1 2025.
  • 368 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.