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Integrated Wealth Concepts’s Penske Automotive Group PAG Stock Holding History

Integrated Wealth Concepts’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 		$539K Buy
+3,606
New +$571K ﹤0.01% 1492
2025
Q4 		– Sell
-1,534
Closed -$267K – 1929
2025
Q3 		$267K Buy
1,534
+96
+7% +$17.1K ﹤0.01% 1696
2025
Q2 		$247K Buy
+1,438
New +$231K ﹤0.01% 1657

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

Integrated Wealth Concepts's PAG Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Penske Automotive Group (PAG) in Q1 2026: 3,606 shares worth $539K. The stake represents ﹤0.01% of the portfolio and ranks #1492 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PAG as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in PAG in Q2 2025 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Integrated Wealth Concepts held 3,606 shares of Penske Automotive Group worth $539K as of Q1 2026.
  • Penske Automotive Group was a new Integrated Wealth Concepts position in Q1 2026.
  • Penske Automotive Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1492 holding.
  • Integrated Wealth Concepts first reported a position in Penske Automotive Group in Q2 2025 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.