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Sequoia Financial Advisors’s Penske Automotive Group PAG Stock Holding History

Sequoia Financial Advisors’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 		$445K Buy
+2,485
New +$415K ﹤0.01% 1414
2026
Q1 		– Sell
-2,577
Closed -$408K – 2028
2025
Q4 		$408K Buy
+2,577
New +$424K ﹤0.01% 1389
2019
Q3 		– Sell
-8,699
Closed -$411K – 381
2019
Q2 		$411K Sell
8,699
-825
-9% -$37.4K 0.03% 225
2019
Q1 		$425K Buy
+9,524
New +$422K 0.03% 212

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sequoia Financial Advisors's PAG Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Penske Automotive Group (PAG) in Q2 2026: 2,485 shares worth $445K. The stake represents ﹤0.01% of the portfolio and ranks #1414 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in PAG as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in PAG in Q1 2019 and has held it in 4 quarters since. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Sequoia Financial Advisors held 2,485 shares of Penske Automotive Group worth $445K as of Q2 2026.
  • Penske Automotive Group was a new Sequoia Financial Advisors position in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1414 holding.
  • Sequoia Financial Advisors first reported a position in Penske Automotive Group in Q1 2019 and has held it in 4 quarters since.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.