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HBK Sorce Advisory’s Penske Automotive Group PAG Stock Holding History

HBK Sorce 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 		$332K Buy
1,537
+69
+5% +$11.5K 0.01% 484
2026
Q1 		$255K Buy
1,468
+26
+2% +$4.12K 0.01% 533
2025
Q4 		$240K Buy
+1,442
New +$237K 0.01% 537

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 $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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $55.1B AUM 45.38% 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

HBK Sorce Advisory's PAG Position: Q2 2026 in Review

HBK Sorce Advisory increased its Penske Automotive Group (PAG) stake by 4.7% in Q2 2026, buying an estimated $11.5K and bringing the position to 1,537 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #484.

HBK Sorce Advisory first reported a position in PAG in Q4 2025 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • HBK Sorce Advisory held 1,537 shares of Penske Automotive Group worth $332K as of Q2 2026.
  • HBK Sorce Advisory bought 69 Penske Automotive Group shares in Q2 2026, an estimated $11.5K.
  • Penske Automotive Group made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #484 holding.
  • HBK Sorce Advisory first reported a position in Penske Automotive Group in Q4 2025 and has held it in 3 quarters since.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.