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Raffa Wealth Management’s Penske Automotive Group PAG Stock Holding History

Raffa Wealth Management’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 		$895 Hold
5
– – ﹤0.01% 1054
2026
Q1 		$748 Buy
5
+1
+25% +$158 ﹤0.01% 1009
2025
Q4 		$633 Hold
4
– – ﹤0.01% 1035
2025
Q3 		$696 Buy
+4
New +$713 ﹤0.01% 981
2022
Q4 		– Sell
-6
Closed -$591 – 1129
2022
Q3 		$591 Buy
+6
New +$669 ﹤0.01% 981

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

Raffa Wealth Management's PAG Position: Q2 2026 in Review

Raffa Wealth Management held its Penske Automotive Group (PAG) position steady in Q2 2026 at 5 shares worth $895. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Raffa Wealth Management first reported a position in PAG in Q3 2022 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Raffa Wealth Management held 5 shares of Penske Automotive Group worth $895 as of Q2 2026.
  • Raffa Wealth Management left its Penske Automotive Group share count unchanged in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1054 holding.
  • Raffa Wealth Management first reported a position in Penske Automotive Group in Q3 2022 and has held it in 5 quarters since.
  • 370 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.