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Steward Partners Investment Advisory’s Penske Automotive Group PAG Stock Holding History

Steward Partners Investment Advisory’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 		$2.54K Buy
+17
New +$2.69K ﹤0.01% 3988
2022
Q1 		– Sell
-100
Closed -$11K – 3348
2021
Q4 		$11K Hold
100
– – ﹤0.01% 2565
2021
Q3 		$10K Hold
100
– – ﹤0.01% 2601
2021
Q2 		$8K Hold
100
– – ﹤0.01% 6319
2021
Q1 		$8.02K Hold
100
– – ﹤0.01% 2870
2020
Q4 		$6K Hold
100
– – ﹤0.01% 2472
2020
Q3 		$5K Buy
+100
New +$4.64K ﹤0.01% 2374

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

Steward Partners Investment Advisory's PAG Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Penske Automotive Group (PAG) in Q1 2026: 17 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #3988 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in PAG as recently as Q4 2021.

Steward Partners Investment Advisory first reported a position in PAG in Q3 2020 and has held it in 7 quarters since. The position peaked at $11K in Q4 2021. 375 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Steward Partners Investment Advisory held 17 shares of Penske Automotive Group worth $2.54K as of Q1 2026.
  • Penske Automotive Group was a new Steward Partners Investment Advisory position in Q1 2026.
  • Penske Automotive Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3988 holding.
  • Steward Partners Investment Advisory first reported a position in Penske Automotive Group in Q3 2020 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's Penske Automotive Group position peaked at $11K in Q4 2021.
  • 375 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.