Mercer Global Advisors
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Mercer Global Advisors’s Penske Automotive Group PAG Stock Holding History

Mercer Global 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 		$838K Buy
4,684
+459
+11% +$76.7K ﹤0.01% 1886
2026
Q1 		$632K Sell
4,225
-2,877
-41% -$456K ﹤0.01% 1827
2025
Q4 		$1.12M Sell
7,102
-1,826
-20% -$300K ﹤0.01% 1388
2025
Q3 		$1.55M Buy
8,928
+2,263
+34% +$403K ﹤0.01% 1149
2025
Q2 		$1.15M Buy
6,665
+1,779
+36% +$285K ﹤0.01% 1145
2025
Q1 		$703K Buy
4,886
+746
+18% +$119K ﹤0.01% 1297
2024
Q4 		$631K Buy
4,140
+346
+9% +$54.9K ﹤0.01% 1323
2024
Q3 		$615K Buy
3,794
+21
+0.6% +$3.35K ﹤0.01% 1231
2024
Q2 		$562K Buy
3,773
+462
+14% +$70.2K ﹤0.01% 1244
2024
Q1 		$536K Sell
3,311
-118
-3% -$18K ﹤0.01% 1239
2023
Q4 		$550K Buy
3,429
+415
+14% +$63.6K ﹤0.01% 1264
2023
Q3 		$503K Sell
3,014
-204
-6% -$34.1K ﹤0.01% 1248
2023
Q2 		$536K Sell
3,218
-3,592
-53% -$521K ﹤0.01% 1199
2023
Q1 		$966K Buy
6,810
+137
+2% +$18.2K ﹤0.01% 927
2022
Q4 		$767K Sell
6,673
-120
-2% -$13.7K ﹤0.01% 1026
2022
Q3 		$669K Buy
6,793
+26
+0.4% +$2.9K ﹤0.01% 1014
2022
Q2 		$708K Sell
6,767
-453
-6% -$48.6K ﹤0.01% 988
2022
Q1 		$677K Buy
7,220
+319
+5% +$32.3K ﹤0.01% 1078
2021
Q4 		$740K Buy
6,901
+57
+0.8% +$5.96K ﹤0.01% 1022
2021
Q3 		$689K Sell
6,844
-5,579
-45% -$490K ﹤0.01% 1019
2021
Q2 		$938K Sell
12,423
-1,490
-11% -$125K 0.01% 868
2021
Q1 		$1.12M Buy
+13,913
New +$973K 0.01% 746

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors's PAG Position: Q2 2026 in Review

Mercer Global Advisors increased its Penske Automotive Group (PAG) stake by 11% in Q2 2026, buying an estimated $76.7K and bringing the position to 4,684 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Mercer Global Advisors first reported a position in PAG in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.55M in Q3 2025. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Mercer Global Advisors held 4,684 shares of Penske Automotive Group worth $838K as of Q2 2026.
  • Mercer Global Advisors bought 459 Penske Automotive Group shares in Q2 2026, an estimated $76.7K.
  • Penske Automotive Group made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1886 holding.
  • Mercer Global Advisors first reported a position in Penske Automotive Group in Q1 2021 and has held it in 22 quarters since.
  • Mercer Global Advisors's Penske Automotive Group position peaked at $1.55M in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.