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LRI Investments’s Penske Automotive Group PAG Stock Holding History

LRI Investments’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 		$716 Buy
+4
New +$669 ﹤0.01% 1453
2024
Q2 		– Sell
-36
Closed -$5.47K – 1138
2024
Q1 		$5.83K Buy
+36
New +$5.5K ﹤0.01% 598

Other funds holding PAG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

LRI Investments's PAG Position: Q2 2026 in Review

LRI Investments opened a new position in Penske Automotive Group (PAG) in Q2 2026: 4 shares worth $716. The stake represents ﹤0.01% of the portfolio and ranks #1453 among its holdings. This is a return to the name: LRI Investments previously reported a position in PAG as recently as Q1 2024.

LRI Investments first reported a position in PAG in Q1 2024 and has held it in 2 quarters since. The position peaked at $5.83K in Q1 2024. 85 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • LRI Investments held 4 shares of Penske Automotive Group worth $716 as of Q2 2026.
  • Penske Automotive Group was a new LRI Investments position in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1453 holding.
  • LRI Investments first reported a position in Penske Automotive Group in Q1 2024 and has held it in 2 quarters since.
  • LRI Investments's Penske Automotive Group position peaked at $5.83K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.