Impact Partnership Wealth
PAG icon

Impact Partnership Wealth’s Penske Automotive Group PAG Stock Holding History

Impact Partnership Wealth’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
Q3 		$443K Sell
2,212
-11
-0.5% -$2.31K 0.04% 294
2026
Q2 		$398K Buy
+2,223
New +$372K 0.04% 295
2026
Q1 		– Sell
-1,526
Closed -$242K – 424
2025
Q4 		$242K Buy
+1,526
New +$251K 0.03% 310

Other funds holding PAG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Boussard & Gavaudan Gestion SAS
Boussard & Gavaudan Gestion SAS Paris, France $1.29B AUM

Impact Partnership Wealth's PAG Position: Q3 2026 in Review

Impact Partnership Wealth reduced its Penske Automotive Group (PAG) stake by 0.49% in Q3 2026, selling an estimated $2.31K and leaving 2,212 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #294.

Impact Partnership Wealth first reported a position in PAG in Q4 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold PAG as of Q3 2026.

  • Impact Partnership Wealth held 2,212 shares of Penske Automotive Group worth $443K as of Q3 2026.
  • Impact Partnership Wealth sold 11 Penske Automotive Group shares in Q3 2026, an estimated $2.31K.
  • Penske Automotive Group made up 0.04% of Impact Partnership Wealth's portfolio in Q3 2026, its #294 holding.
  • Impact Partnership Wealth first reported a position in Penske Automotive Group in Q4 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.