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

Jefferies 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
Q1 		– Sell
-23,240
Closed -$3.68M – 2095
2025
Q4 		$3.68M Buy
+23,240
New +$3.82M 0.02% 574
2024
Q3 		– Sell
-4,080
Closed -$608K – 1683
2024
Q2 		$608K Buy
+4,080
New +$620K 0.01% 906

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

Jefferies Financial Group's PAG Position: Q1 2026 in Review

Jefferies Financial Group sold out of Penske Automotive Group (PAG) in Q1 2026, closing a stake of 23,240 shares — an estimated $3.68M sold.

Jefferies Financial Group first reported a position in PAG in Q2 2024 and held it in 2 quarters. The position peaked at $3.68M in Q4 2025. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Jefferies Financial Group reported no remaining Penske Automotive Group position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 23,240 Penske Automotive Group shares in Q1 2026, an estimated $3.68M.
  • Jefferies Financial Group first reported a position in Penske Automotive Group in Q2 2024 and held it in 2 quarters.
  • Jefferies Financial Group's Penske Automotive Group position peaked at $3.68M in Q4 2025.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.