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Jackson Grant Investment Advisers’s Penske Automotive Group PAG Stock Holding History

Jackson Grant Investment Advisers’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 		$5.73K Hold
32
– – ﹤0.01% 351
2026
Q1 		$4.79K Hold
32
– – ﹤0.01% 351
2025
Q4 		$5.07K Hold
32
– – ﹤0.01% 347
2025
Q3 		$5.57K Hold
32
– – ﹤0.01% 340
2025
Q2 		$5.5K Hold
32
– – ﹤0.01% 308
2025
Q1 		$4.61K Hold
32
– – ﹤0.01% 317
2024
Q4 		$4.88K Hold
32
– – ﹤0.01% 317
2024
Q3 		$5.2K Hold
32
– – ﹤0.01% 313
2024
Q2 		$4.77K Hold
32
– – ﹤0.01% 318
2024
Q1 		$5.18K Hold
32
– – ﹤0.01% 298
2023
Q4 		$5.14K Hold
32
– – ﹤0.01% 287
2023
Q3 		$5.35K Hold
32
– – ﹤0.01% 279
2023
Q2 		$5.33K Hold
32
– – ﹤0.01% 288
2023
Q1 		$4.54K Buy
+32
New +$4.26K ﹤0.01% 326

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jackson Grant Investment Advisers's PAG Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Penske Automotive Group (PAG) position steady in Q2 2026 at 32 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Jackson Grant Investment Advisers first reported a position in PAG in Q1 2023 and has held it in 14 quarters since. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Jackson Grant Investment Advisers held 32 shares of Penske Automotive Group worth $5.73K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Penske Automotive Group share count unchanged in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #351 holding.
  • Jackson Grant Investment Advisers first reported a position in Penske Automotive Group in Q1 2023 and has held it in 14 quarters since.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.