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Independent Financial Group’s Penske Automotive Group PAG Stock Holding History

Independent Financial Group’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 		$240K Hold
1,200
– – ﹤0.01% 1403
2026
Q2 		$215K Buy
+1,200
New +$201K ﹤0.01% 1443
2025
Q4 		– Sell
-1,200
Closed -$209K – 1463
2025
Q3 		$209K Hold
1,200
– – 0.01% 1268
2025
Q2 		$206K Buy
+1,200
New +$192K 0.01% 1213

Other funds holding PAG

ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Independent Financial Group's PAG Position: Q3 2026 in Review

Independent Financial Group held its Penske Automotive Group (PAG) position steady in Q3 2026 at 1,200 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Independent Financial Group first reported a position in PAG in Q2 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold PAG as of Q3 2026.

  • Independent Financial Group held 1,200 shares of Penske Automotive Group worth $240K as of Q3 2026.
  • Independent Financial Group left its Penske Automotive Group share count unchanged in Q3 2026.
  • Penske Automotive Group made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1403 holding.
  • Independent Financial Group first reported a position in Penske Automotive Group in Q2 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.