Nisa Investment Advisors
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Nisa Investment Advisors’s Penske Automotive Group PAG Stock Holding History

Nisa Investment 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
Q1 		$3.38M Buy
22,628
+700
+3% +$111K 0.01% 474
2025
Q4 		$3.47M Sell
21,928
-685
-3% -$113K 0.01% 489
2025
Q3 		$3.93M Sell
22,613
-3,302
-13% -$589K 0.02% 458
2025
Q2 		$4.45M Buy
25,915
+4
+0% +$642 0.02% 435
2025
Q1 		$3.73M Sell
25,911
-5
-0% -$801 0.02% 479
2024
Q4 		$3.95M Buy
25,916
+4,000
+18% +$635K 0.02% 505
2024
Q3 		$3.56M Hold
21,916
– – 0.02% 511
2024
Q2 		$3.27M Hold
21,916
– – 0.02% 541
2024
Q1 		$3.55M Buy
21,916
+2
+0% +$305 0.02% 543
2023
Q4 		$3.52M Sell
21,914
-91
-0.4% -$13.9K 0.02% 497
2023
Q3 		$3.68M Buy
22,005
+5
+0% +$836 0.03% 493
2023
Q2 		$3.67M Hold
22,000
– – 0.03% 501
2023
Q1 		$3.12M Sell
22,000
-2,299
-9% -$306K 0.02% 534
2022
Q4 		$2.79M Buy
24,299
+124
+0.5% +$14.1K 0.02% 628
2022
Q3 		$2.39M Sell
24,175
-1,513
-6% -$169K 0.02% 583
2022
Q2 		$2.69M Buy
25,688
+2,788
+12% +$299K 0.02% 551
2022
Q1 		$2.15M Sell
22,900
-500
-2% -$50.6K 0.02% 650
2021
Q4 		$2.38M Sell
23,400
-100
-0.4% -$10.5K 0.02% 602
2021
Q3 		$2.36K Hold
23,500
– – 0.01% 665
2021
Q2 		$1.77K Sell
23,500
-4,200
-15% -$351K 0.01% 749
2021
Q1 		$2.22K Buy
27,700
+4,200
+18% +$294K 0.01% 682
2020
Q4 		$1.4M Hold
23,500
– – 0.01% 800
2020
Q3 		$1.12M Hold
23,500
– – 0.01% 769
2020
Q2 		$910K Sell
23,500
-4,100
-15% -$143K 0.01% 817
2020
Q1 		$773K Sell
27,600
-100
-0.4% -$4.35K 0.01% 780
2019
Q4 		$1.39M Hold
27,700
– – 0.01% 765
2019
Q3 		$1.31M Buy
27,700
+100
+0.4% +$4.52K 0.01% 775
2019
Q2 		$1.3M Hold
27,600
– – 0.01% 766
2019
Q1 		$1.23M Hold
27,600
– – 0.01% 780
2018
Q4 		$1.11M Hold
27,600
– – 0.01% 752
2018
Q3 		$1.31M Buy
27,600
+1,900
+7% +$96.6K 0.01% 810
2018
Q2 		$1.2M Hold
25,700
– – 0.01% 779
2018
Q1 		$1.14M Sell
25,700
-500
-2% -$24.2K 0.01% 772
2017
Q4 		$1.25M Sell
26,200
-1,300
-5% -$61.2K 0.01% 755
2017
Q3 		$1.31M Buy
27,500
+240
+0.9% +$10.4K 0.01% 735
2017
Q2 		$1.2M Sell
27,260
-400
-1% -$17.6K 0.01% 763
2017
Q1 		$1.29M Sell
27,660
-340
-1% -$17.4K 0.02% 746
2016
Q4 		$1.45M Sell
28,000
-4,300
-13% -$210K 0.02% 706
2016
Q3 		$1.56M Buy
32,300
+1,200
+4% +$49.9K 0.02% 643
2016
Q2 		$978K Hold
31,100
– – 0.01% 772
2016
Q1 		$1.18M Buy
31,100
+8,400
+37% +$299K 0.02% 696
2015
Q4 		$961K Hold
22,700
– – 0.01% 754
2015
Q3 		$1.1M Hold
22,700
– – 0.02% 702
2015
Q2 		$1.18M Sell
22,700
-700
-3% -$36.3K 0.02% 720
2015
Q1 		$1.21M Hold
23,400
– – 0.02% 731
2014
Q4 		$1.15M Hold
23,400
– – 0.02% 738
2014
Q3 		$950K Sell
23,400
-200
-0.8% -$9.39K 0.01% 799
2014
Q2 		$1.17M Hold
23,600
– – 0.02% 741
2014
Q1 		$1.01M Hold
23,600
– – 0.01% 785
2013
Q4 		$1.11M Hold
23,600
– – 0.02% 762
2013
Q3 		$1.01M Sell
23,600
-1,500
-6% -$57.4K 0.02% 768
2013
Q2 		$767K Buy
+25,100
New +$783K 0.01% 855

Other funds holding PAG

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nisa Investment Advisors's PAG Position: Q1 2026 in Review

Nisa Investment Advisors increased its Penske Automotive Group (PAG) stake by 3.2% in Q1 2026, buying an estimated $111K and bringing the position to 22,628 shares worth $3.38M. The position accounts for 0.01% of the portfolio, ranked #474.

Nisa Investment Advisors first reported a position in PAG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.45M in Q2 2025. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Nisa Investment Advisors held 22,628 shares of Penske Automotive Group worth $3.38M as of Q1 2026.
  • Nisa Investment Advisors bought 700 Penske Automotive Group shares in Q1 2026, an estimated $111K.
  • Penske Automotive Group made up 0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #474 holding.
  • Nisa Investment Advisors first reported a position in Penske Automotive Group in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's Penske Automotive Group position peaked at $4.45M in Q2 2025.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.