Root Financial Partners
PAG icon

Root Financial Partners’s Penske Automotive Group PAG Stock Holding History

Root Financial Partners’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 		$44.5K Buy
+222
New +$46.7K ﹤0.01% 1148
2026
Q2 		– Sell
-187
Closed -$28K – 2344
2026
Q1 		$28K Sell
187
-6
-3% -$950 ﹤0.01% 1156
2025
Q4 		$30.6K Buy
193
+2
+1% +$329 ﹤0.01% 938
2025
Q3 		$33.2K Buy
+191
New +$34K ﹤0.01% 841

Other funds holding PAG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return

Root Financial Partners's PAG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Penske Automotive Group (PAG) in Q3 2026: 222 shares worth $44.5K. The stake represents ﹤0.01% of the portfolio and ranks #1148 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PAG as recently as Q1 2026.

Root Financial Partners first reported a position in PAG in Q3 2025 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold PAG as of Q3 2026.

  • Root Financial Partners held 222 shares of Penske Automotive Group worth $44.5K as of Q3 2026.
  • Penske Automotive Group was a new Root Financial Partners position in Q3 2026.
  • Penske Automotive Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1148 holding.
  • Root Financial Partners first reported a position in Penske Automotive Group in Q3 2025 and has held it in 4 quarters since.
  • 342 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.