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

Newbridge Financial Services 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 		$18.5K Hold
103
– – ﹤0.01% 726
2026
Q1 		$15.4K Buy
103
+1
+1% +$158 ﹤0.01% 703
2025
Q4 		$16.2K Buy
+102
New +$16.8K ﹤0.01% 689

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

Newbridge Financial Services Group's PAG Position: Q2 2026 in Review

Newbridge Financial Services Group held its Penske Automotive Group (PAG) position steady in Q2 2026 at 103 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Newbridge Financial Services Group first reported a position in PAG in Q4 2025 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Newbridge Financial Services Group held 103 shares of Penske Automotive Group worth $18.5K as of Q2 2026.
  • Newbridge Financial Services Group left its Penske Automotive Group share count unchanged in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #726 holding.
  • Newbridge Financial Services Group first reported a position in Penske Automotive Group in Q4 2025 and has held it in 3 quarters since.
  • 393 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.