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Mirabella Financial Services’s Penske Automotive Group PAG Stock Holding History

Mirabella Financial Services’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 		– Sell
-1,836
Closed -$275K – 1038
2026
Q1 		$275K Sell
1,836
-2,198
-54% -$348K 0.03% 541
2025
Q4 		$639K Buy
+4,034
New +$663K 0.06% 196
2024
Q2 		– Sell
-5,653
Closed -$916K – 629
2024
Q1 		$916K Buy
5,653
+2,242
+66% +$342K 0.07% 198
2023
Q4 		$547K Buy
+3,411
New +$522K 0.07% 192
2022
Q3 		– Sell
-3,491
Closed -$365K – 498
2022
Q2 		$365K Buy
+3,491
New +$374K 0.04% 296

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

Mirabella Financial Services's PAG Position: Q2 2026 in Review

Mirabella Financial Services sold out of Penske Automotive Group (PAG) in Q2 2026, closing a stake of 1,836 shares — an estimated $275K sold.

Mirabella Financial Services first reported a position in PAG in Q2 2022 and held it in 5 quarters. The position peaked at $916K in Q1 2024. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Mirabella Financial Services reported no remaining Penske Automotive Group position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 1,836 Penske Automotive Group shares in Q2 2026, an estimated $275K.
  • Mirabella Financial Services first reported a position in Penske Automotive Group in Q2 2022 and held it in 5 quarters.
  • Mirabella Financial Services's Penske Automotive Group position peaked at $916K in Q1 2024.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.