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Principal Securities’s Penske Automotive Group PAG Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-19
Closed -$3.22K – 2857
2025
Q3 		$3.22K Buy
19
+13
+217% +$2.32K ﹤0.01% 3101
2025
Q2 		$945 Buy
6
+4
+200% +$642 ﹤0.01% 3354
2025
Q1 		$305 Hold
2
– – ﹤0.01% 3420
2024
Q4 		$305 Sell
2
-6
-75% -$952 ﹤0.01% 3415
2024
Q3 		$1.3K Buy
+8
New +$1.28K ﹤0.01% 3073

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Securities's PAG Position: Q4 2025 in Review

Principal Securities sold out of Penske Automotive Group (PAG) in Q4 2025, closing a stake of 19 shares — an estimated $3.22K sold.

Principal Securities first reported a position in PAG in Q3 2024 and held it in 5 quarters. The position peaked at $3.22K in Q3 2025. 395 funds tracked by Wall St. Rank hold PAG as of Q4 2025.

  • Principal Securities reported no remaining Penske Automotive Group position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 19 Penske Automotive Group shares in Q4 2025, an estimated $3.22K.
  • Principal Securities first reported a position in Penske Automotive Group in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Penske Automotive Group position peaked at $3.22K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.