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 Q3	$12K	Buy	60 +2	+3%	+$421	﹤0.01%	2010
2026 Q2	$10.4K	Sell	58 -2	-3%	-$334	﹤0.01%	2050
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

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Pinnacle Wealth Planning Services's PAG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Penske Automotive Group (PAG) stake by 3.4% in Q3 2026, buying an estimated $421 and bringing the position to 60 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Pinnacle Wealth Planning Services first reported a position in PAG in Q4 2020 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold PAG as of Q3 2026.

Pinnacle Wealth Planning Services held 60 shares of Penske Automotive Group worth $12K as of Q3 2026.
Pinnacle Wealth Planning Services bought 2 Penske Automotive Group shares in Q3 2026, an estimated $421.
Penske Automotive Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2010 holding.
Pinnacle Wealth Planning Services first reported a position in Penske Automotive Group in Q4 2020 and has held it in 5 quarters since.
98 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.