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IMA Advisory Services’s Penske Automotive Group PAG Stock Holding History

IMA Advisory Services’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
Q1 		$5.23K Sell
35
-3
-8% -$475 ﹤0.01% 396
2025
Q4 		$6.01K Buy
+38
New +$6.25K ﹤0.01% 392
2016
Q1 		– Sell
-5,710
Closed -$223K – 125
2015
Q4 		$223K Buy
+5,710
New +$269K 0.14% 109

Other funds holding PAG

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMA Advisory Services's PAG Position: Q1 2026 in Review

IMA Advisory Services reduced its Penske Automotive Group (PAG) stake by 7.9% in Q1 2026, selling an estimated $475 and leaving 35 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

IMA Advisory Services first reported a position in PAG in Q4 2015 and has held it in 3 quarters since. The position peaked at $223K in Q4 2015. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • IMA Advisory Services held 35 shares of Penske Automotive Group worth $5.23K as of Q1 2026.
  • IMA Advisory Services sold 3 Penske Automotive Group shares in Q1 2026, an estimated $475.
  • Penske Automotive Group made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #396 holding.
  • IMA Advisory Services first reported a position in Penske Automotive Group in Q4 2015 and has held it in 3 quarters since.
  • IMA Advisory Services's Penske Automotive Group position peaked at $223K in Q4 2015.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.