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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
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

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's PAG Position: Q1 2026 in Review

Root Financial Partners reduced its Penske Automotive Group (PAG) stake by 3.1% in Q1 2026, selling an estimated $950 and leaving 187 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Root Financial Partners first reported a position in PAG in Q3 2025 and has held it in 3 quarters since. The position peaked at $33.2K in Q3 2025. 375 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Root Financial Partners held 187 shares of Penske Automotive Group worth $28K as of Q1 2026.
  • Root Financial Partners sold 6 Penske Automotive Group shares in Q1 2026, an estimated $950.
  • Penske Automotive Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1156 holding.
  • Root Financial Partners first reported a position in Penske Automotive Group in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Penske Automotive Group position peaked at $33.2K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.