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

Rialto 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 		$3.04K Buy
17
+10
+143% +$1.67K ﹤0.01% 954
2026
Q1 		$1.05K Hold
7
– – ﹤0.01% 1087
2025
Q4 		$1.11K Buy
7
+3
+75% +$493 ﹤0.01% 964
2025
Q3 		$696 Buy
4
+1
+33% +$178 ﹤0.01% 1079
2025
Q2 		$516 Buy
+3
New +$481 ﹤0.01% 1138

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

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

Rialto Wealth Management increased its Penske Automotive Group (PAG) stake by 143% in Q2 2026, buying an estimated $1.67K and bringing the position to 17 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Rialto Wealth Management first reported a position in PAG in Q2 2025 and has held it in 5 quarters since. 393 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Rialto Wealth Management held 17 shares of Penske Automotive Group worth $3.04K as of Q2 2026.
  • Rialto Wealth Management bought 10 Penske Automotive Group shares in Q2 2026, an estimated $1.67K.
  • Penske Automotive Group made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #954 holding.
  • Rialto Wealth Management first reported a position in Penske Automotive Group in Q2 2025 and has held it in 5 quarters since.
  • 393 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.