Kestra Investment Management
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Kestra Investment Management’s Penske Automotive Group PAG Stock Holding History

Kestra Investment Management’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
2025
Q3 		– Sell
-4
Closed -$687 – 655
2025
Q2 		$687 Sell
4
-22
-85% -$3.53K ﹤0.01% 686
2025
Q1 		$3.74K Buy
+26
New +$4.17K ﹤0.01% 711

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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Burgundy Asset Management
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Investment Management's PAG Position: Q3 2025 in Review

Kestra Investment Management sold out of Penske Automotive Group (PAG) in Q3 2025, closing a stake of 4 shares — an estimated $687 sold.

Kestra Investment Management first reported a position in PAG in Q1 2025 and held it in 2 quarters. The position peaked at $3.74K in Q1 2025. 387 funds tracked by Wall St. Rank hold PAG as of Q3 2025.

  • Kestra Investment Management reported no remaining Penske Automotive Group position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 4 Penske Automotive Group shares in Q3 2025, an estimated $687.
  • Kestra Investment Management first reported a position in Penske Automotive Group in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Penske Automotive Group position peaked at $3.74K in Q1 2025.
  • 387 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.