Lido Advisors
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Lido Advisors’s Penske Automotive Group PAG Stock Holding History

Lido 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 		$332K Buy
+1,857
New +$310K ﹤0.01% 1708
2021
Q4 		– Sell
-48,660
Closed -$4.89M – 1029
2021
Q3 		$4.89M Buy
+48,660
New +$4.27M 0.07% 157

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors's PAG Position: Q2 2026 in Review

Lido Advisors opened a new position in Penske Automotive Group (PAG) in Q2 2026: 1,857 shares worth $332K. The stake represents ﹤0.01% of the portfolio and ranks #1708 among its holdings. This is a return to the name: Lido Advisors previously reported a position in PAG as recently as Q3 2021.

Lido Advisors first reported a position in PAG in Q3 2021 and has held it in 2 quarters since. The position peaked at $4.89M in Q3 2021. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Lido Advisors held 1,857 shares of Penske Automotive Group worth $332K as of Q2 2026.
  • Penske Automotive Group was a new Lido Advisors position in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1708 holding.
  • Lido Advisors first reported a position in Penske Automotive Group in Q3 2021 and has held it in 2 quarters since.
  • Lido Advisors's Penske Automotive Group position peaked at $4.89M in Q3 2021.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.