GA
PAG icon

GoalVest Advisory’s Penske Automotive Group PAG Stock Holding History

GoalVest Advisory’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 		$358 Buy
+2
New +$334 ﹤0.01% 492

Other funds holding PAG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GoalVest Advisory's PAG Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Penske Automotive Group (PAG) in Q2 2026: 2 shares worth $358. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings.

48 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • GoalVest Advisory held 2 shares of Penske Automotive Group worth $358 as of Q2 2026.
  • Penske Automotive Group was a new GoalVest Advisory position in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #492 holding.
  • 48 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.