Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Penske Automotive Group PAG Stock Holding History

Halbert Hargrove Global 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
Q2 		– Hold
0
– – – 726
2025
Q4 		– Sell
-14
Closed -$2.44K – 634
2025
Q3 		$2.44K Buy
+14
New +$2.5K ﹤0.01% 526

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Bank of Montreal
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Vanguard Portfolio Management
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Vanguard Capital Management
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LSV Asset Management
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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

Halbert Hargrove Global Advisors's PAG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Penske Automotive Group (PAG) position steady in Q2 2026 at 0 shares worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Halbert Hargrove Global Advisors first reported a position in PAG in Q3 2025 and has held it in 1 quarter since. The position peaked at $2.44K in Q3 2025. 399 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Halbert Hargrove Global Advisors held 0 shares of Penske Automotive Group worth $52 as of Q2 2026.
  • Halbert Hargrove Global Advisors left its Penske Automotive Group share count unchanged in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #726 holding.
  • Halbert Hargrove Global Advisors first reported a position in Penske Automotive Group in Q3 2025 and has held it in 1 quarter since.
  • Halbert Hargrove Global Advisors's Penske Automotive Group position peaked at $2.44K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.