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Rothschild Investment LLC’s Penske Automotive Group PAG Stock Holding History

Rothschild Investment LLC’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 		$42.6K Buy
238
+193
+429% +$32.3K ﹤0.01% 1284
2026
Q1 		$6.73K Sell
45
-197
-81% -$31.2K ﹤0.01% 1909
2025
Q4 		$38.3K Buy
242
+66
+38% +$10.9K ﹤0.01% 1103
2025
Q3 		$30.6K Buy
176
+159
+935% +$28.3K ﹤0.01% 1130
2025
Q2 		$2.92K Buy
17
+1
+6% +$160 ﹤0.01% 1806
2025
Q1 		$2.3K Sell
16
-45
-74% -$7.21K ﹤0.01% 1806
2024
Q4 		$9.3K Buy
61
+1
+2% +$159 ﹤0.01% 1171
2024
Q3 		$9.74K Hold
60
– – ﹤0.01% 1142
2024
Q2 		$8.94K Buy
+60
New +$9.12K ﹤0.01% 1122

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Rothschild Investment LLC's PAG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Penske Automotive Group (PAG) stake by 429% in Q2 2026, buying an estimated $32.3K and bringing the position to 238 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Rothschild Investment LLC first reported a position in PAG in Q2 2024 and has held it in 9 quarters since. 187 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Rothschild Investment LLC held 238 shares of Penske Automotive Group worth $42.6K as of Q2 2026.
  • Rothschild Investment LLC bought 193 Penske Automotive Group shares in Q2 2026, an estimated $32.3K.
  • Penske Automotive Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1284 holding.
  • Rothschild Investment LLC first reported a position in Penske Automotive Group in Q2 2024 and has held it in 9 quarters since.
  • 187 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.