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Pinnacle Wealth Planning Services’s Penske Automotive Group PAG Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$8.97K Buy
60
+5
+9% +$792 ﹤0.01% 2048
2025
Q4 		$8.71K Buy
+55
New +$9.04K ﹤0.01% 2062
2021
Q1 		– Sell
-38
Closed -$2K – 1470
2020
Q4 		$2K Buy
+38
New +$2.14K ﹤0.01% 1960

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

Pinnacle Wealth Planning Services's PAG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Penske Automotive Group (PAG) stake by 9.1% in Q1 2026, buying an estimated $792 and bringing the position to 60 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Pinnacle Wealth Planning Services first reported a position in PAG in Q4 2020 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 60 shares of Penske Automotive Group worth $8.97K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 5 Penske Automotive Group shares in Q1 2026, an estimated $792.
  • Penske Automotive Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2048 holding.
  • Pinnacle Wealth Planning Services first reported a position in Penske Automotive Group in Q4 2020 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.