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SummitTX Capital’s Penske Automotive Group PAG Stock Holding History

SummitTX Capital’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 		$1.67M Buy
11,164
+7,141
+178% +$1.13M 0.05% 335
2025
Q4 		$637K Buy
4,023
+2,253
+127% +$370K 0.02% 493
2025
Q3 		$308K Buy
+1,770
New +$316K 0.01% 628
2025
Q2 		– Sell
-9,642
Closed -$1.39M – 956
2025
Q1 		$1.39M Buy
+9,642
New +$1.54M 0.06% 322

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

SummitTX Capital's PAG Position: Q1 2026 in Review

SummitTX Capital increased its Penske Automotive Group (PAG) stake by 178% in Q1 2026, buying an estimated $1.13M and bringing the position to 11,164 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #335.

SummitTX Capital first reported a position in PAG in Q1 2025 and has held it in 4 quarters since. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • SummitTX Capital held 11,164 shares of Penske Automotive Group worth $1.67M as of Q1 2026.
  • SummitTX Capital bought 7,141 Penske Automotive Group shares in Q1 2026, an estimated $1.13M.
  • Penske Automotive Group made up 0.05% of SummitTX Capital's portfolio in Q1 2026, its #335 holding.
  • SummitTX Capital first reported a position in Penske Automotive Group in Q1 2025 and has held it in 4 quarters since.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.