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JFS Wealth Advisors’s Penske Automotive Group PAG Stock Holding History

JFS Wealth Advisors’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 		$12.3K Buy
69
+2
+3% +$334 ﹤0.01% 923
2026
Q1 		$10K Sell
67
-17
-20% -$2.69K ﹤0.01% 950
2025
Q4 		$13.3K Buy
84
+17
+25% +$2.79K ﹤0.01% 880
2025
Q3 		$11.7K Hold
67
– – ﹤0.01% 852
2025
Q2 		$11.5K Hold
67
– – ﹤0.01% 822
2025
Q1 		$9.65K Hold
67
– – ﹤0.01% 888
2024
Q4 		$10.2K Hold
67
– – ﹤0.01% 839
2024
Q3 		$10.9K Hold
67
– – ﹤0.01% 825
2024
Q2 		$9.98K Hold
67
– – ﹤0.01% 799
2024
Q1 		$10.9K Sell
67
-8
-11% -$1.22K ﹤0.01% 789
2023
Q4 		$12K Hold
75
– – ﹤0.01% 717
2023
Q3 		$12.5K Hold
75
– – ﹤0.01% 654
2023
Q2 		$12.5K Sell
75
-2
-3% -$290 ﹤0.01% 663
2023
Q1 		$10.9K Sell
77
-1
-1% -$133 ﹤0.01% 688
2022
Q4 		$8.96K Sell
78
-4
-5% -$456 ﹤0.01% 755
2022
Q3 		$8K Sell
82
-20
-20% -$2.23K ﹤0.01% 819
2022
Q2 		$11K Buy
102
+45
+79% +$4.83K ﹤0.01% 742
2022
Q1 		$5K Buy
57
+31
+119% +$3.14K ﹤0.01% 1055
2021
Q4 		$3K Buy
+26
New +$2.72K ﹤0.01% 973

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

JFS Wealth Advisors's PAG Position: Q2 2026 in Review

JFS Wealth Advisors increased its Penske Automotive Group (PAG) stake by 3% in Q2 2026, buying an estimated $334 and bringing the position to 69 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

JFS Wealth Advisors first reported a position in PAG in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.3K in Q4 2025. 392 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • JFS Wealth Advisors held 69 shares of Penske Automotive Group worth $12.3K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Penske Automotive Group shares in Q2 2026, an estimated $334.
  • Penske Automotive Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #923 holding.
  • JFS Wealth Advisors first reported a position in Penske Automotive Group in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Penske Automotive Group position peaked at $13.3K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.