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

Merit 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 Q2	$305K	Sell	1,705 -18	-1%	-$3.01K	﹤0.01%	1800
2026 Q1	$258K	Sell	1,723 -1,718	-50%	-$272K	﹤0.01%	1753
2025 Q4	$545K	Sell	3,441 -139	-4%	-$22.9K	﹤0.01%	1270
2025 Q3	$623K	Buy	3,580 +343	+11%	+$61.1K	0.01%	1060
2025 Q2	$556K	Buy	3,237 +1,082	+50%	+$174K	0.01%	1051
2025 Q1	$310K	Buy	2,155 +270	+14%	+$43.2K	﹤0.01%	1107
2024 Q4	$287K	Buy	+1,885	New	+$299K	0.01%	945

Other funds holding PAG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return

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

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Merit Financial Group's PAG Position: Q2 2026 in Review

Merit Financial Group reduced its Penske Automotive Group (PAG) stake by 1% in Q2 2026, selling an estimated $3.01K and leaving 1,705 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Merit Financial Group first reported a position in PAG in Q4 2024 and has held it in 7 quarters since. The position peaked at $623K in Q3 2025. 67 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

Merit Financial Group held 1,705 shares of Penske Automotive Group worth $305K as of Q2 2026.
Merit Financial Group sold 18 Penske Automotive Group shares in Q2 2026, an estimated $3.01K.
Penske Automotive Group made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1800 holding.
Merit Financial Group first reported a position in Penske Automotive Group in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's Penske Automotive Group position peaked at $623K in Q3 2025.
67 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.