LFG
PAG icon

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

Larson 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
-3
Closed -$475 – 3754
2025
Q4 		$475 Sell
3
-6
-67% -$987 ﹤0.01% 3136
2025
Q3 		$1.56K Buy
+9
New +$1.6K ﹤0.01% 2795
2024
Q4 		– Sell
-1
Closed -$162 – 2866
2024
Q3 		$162 Hold
1
– – ﹤0.01% 2428
2024
Q2 		$149 Buy
+1
New +$152 ﹤0.01% 2154
2022
Q4 		– Sell
-70
Closed -$7K – 1525
2022
Q3 		$7K Buy
+70
New +$7.81K ﹤0.01% 883

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Larson Financial Group sold out of Penske Automotive Group (PAG) in Q1 2026, closing a stake of 3 shares — an estimated $475 sold.

Larson Financial Group first reported a position in PAG in Q3 2022 and held it in 5 quarters. The position peaked at $7K in Q3 2022. 375 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Larson Financial Group reported no remaining Penske Automotive Group position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 3 Penske Automotive Group shares in Q1 2026, an estimated $475.
  • Larson Financial Group first reported a position in Penske Automotive Group in Q3 2022 and held it in 5 quarters.
  • Larson Financial Group's Penske Automotive Group position peaked at $7K in Q3 2022.
  • 375 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

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