Mark Sheptoff Financial Planning’s Penske Automotive Group PAG Stock Holding History

Mark Sheptoff Financial Planning’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	$16.9K	Hold	100	–	–	0.01%	289
2025 Q4	$15.8K	Hold	100	–	–	0.01%	295
2025 Q3	$17.4K	Hold	100	–	–	0.01%	285
2025 Q2	$17.2K	Hold	100	–	–	0.01%	284
2025 Q1	$14.4K	Hold	100	–	–	0.01%	279
2024 Q4	$15.2K	Hold	100	–	–	0.01%	281
2024 Q3	$16.2K	Hold	100	–	–	0.01%	262
2024 Q2	$14.9K	Hold	100	–	–	0.01%	280
2024 Q1	$16.2K	Hold	100	–	–	0.01%	255
2023 Q4	$16.1K	Hold	100	–	–	0.01%	244
2023 Q3	$16.7K	Hold	100	–	–	0.01%	222
2023 Q2	$16.7K	Hold	100	–	–	0.01%	237
2023 Q1	$14.2K	Hold	100	–	–	0.01%	240
2022 Q4	$11.5K	Hold	100	–	–	0.01%	258
2022 Q3	$10K	Hold	100	–	–	0.01%	254
2022 Q2	$10K	Hold	100	–	–	0.01%	261
2022 Q1	$9K	Hold	100	–	–	﹤0.01%	304
2021 Q4	$11K	Hold	100	–	–	0.01%	313
2021 Q3	$10K	Hold	100	–	–	0.01%	306
2021 Q2	$8K	Hold	100	–	–	﹤0.01%	342
2021 Q1	$8K	Hold	100	–	–	﹤0.01%	300
2020 Q4	$6K	Hold	100	–	–	﹤0.01%	303
2020 Q3	$5K	Buy	+100	New	+$4.64K	﹤0.01%	273

Other funds holding PAG

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's PAG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Penske Automotive Group (PAG) position steady in Q1 2026 at 100 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #289.

Mark Sheptoff Financial Planning first reported a position in PAG in Q3 2020 and has held it in 23 quarters since. The position peaked at $17.4K in Q3 2025. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

Mark Sheptoff Financial Planning held 100 shares of Penske Automotive Group worth $16.9K as of Q1 2026.
Mark Sheptoff Financial Planning left its Penske Automotive Group share count unchanged in Q1 2026.
Penske Automotive Group made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #289 holding.
Mark Sheptoff Financial Planning first reported a position in Penske Automotive Group in Q3 2020 and has held it in 23 quarters since.
Mark Sheptoff Financial Planning's Penske Automotive Group position peaked at $17.4K in Q3 2025.
374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.