Jones Financial Companies
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Jones Financial Companies’s Penske Automotive Group PAG Stock Holding History

Jones Financial Companies’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 		$106K Sell
712
-235
-25% -$37.2K ﹤0.01% 2650
2025
Q4 		$150K Buy
947
+273
+41% +$44.9K ﹤0.01% 2042
2025
Q3 		$116K Buy
674
+67
+11% +$11.9K ﹤0.01% 2027
2025
Q2 		$105K Buy
607
+204
+51% +$32.7K ﹤0.01% 1922
2025
Q1 		$56.9K Buy
403
+347
+620% +$55.6K ﹤0.01% 2006
2024
Q4 		$8.54K Buy
56
+12
+27% +$1.9K ﹤0.01% 2582
2024
Q3 		$7.17K Buy
44
+39
+780% +$6.22K ﹤0.01% 2337
2024
Q2 		$745 Buy
+5
New +$760 ﹤0.01% 2307

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

Jones Financial Companies's PAG Position: Q1 2026 in Review

Jones Financial Companies reduced its Penske Automotive Group (PAG) stake by 25% in Q1 2026, selling an estimated $37.2K and leaving 712 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #2650.

Jones Financial Companies first reported a position in PAG in Q2 2024 and has held it in 8 quarters since. The position peaked at $150K in Q4 2025. 375 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Jones Financial Companies held 712 shares of Penske Automotive Group worth $106K as of Q1 2026.
  • Jones Financial Companies sold 235 Penske Automotive Group shares in Q1 2026, an estimated $37.2K.
  • Penske Automotive Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2650 holding.
  • Jones Financial Companies first reported a position in Penske Automotive Group in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's Penske Automotive Group position peaked at $150K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.