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HFM Investment Advisors’s Penske Automotive Group PAG Stock Holding History

HFM Investment 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 		$1.61K Buy
9
+5
+125% +$836 ﹤0.01% 546
2026
Q1 		$598 Hold
4
– – ﹤0.01% 596
2025
Q4 		$634 Hold
4
– – ﹤0.01% 622
2025
Q3 		$696 Sell
4
-1
-20% -$178 ﹤0.01% 519
2025
Q2 		$859 Buy
5
+4
+400% +$642 ﹤0.01% 434
2025
Q1 		$144 Buy
+1
New +$160 ﹤0.01% 749

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

HFM Investment Advisors's PAG Position: Q2 2026 in Review

HFM Investment Advisors increased its Penske Automotive Group (PAG) stake by 125% in Q2 2026, buying an estimated $836 and bringing the position to 9 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

HFM Investment Advisors first reported a position in PAG in Q1 2025 and has held it in 6 quarters since. 396 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • HFM Investment Advisors held 9 shares of Penske Automotive Group worth $1.61K as of Q2 2026.
  • HFM Investment Advisors bought 5 Penske Automotive Group shares in Q2 2026, an estimated $836.
  • Penske Automotive Group made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #546 holding.
  • HFM Investment Advisors first reported a position in Penske Automotive Group in Q1 2025 and has held it in 6 quarters since.
  • 396 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.