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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
Q2 		$1.98M Sell
11,061
-103
-0.9% -$17.2K 0.05% 335
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

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SummitTX Capital's PAG Position: Q2 2026 in Review

SummitTX Capital reduced its Penske Automotive Group (PAG) stake by 0.92% in Q2 2026, selling an estimated $17.2K and leaving 11,061 shares worth $1.98M. 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 5 quarters since. 393 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • SummitTX Capital held 11,061 shares of Penske Automotive Group worth $1.98M as of Q2 2026.
  • SummitTX Capital sold 103 Penske Automotive Group shares in Q2 2026, an estimated $17.2K.
  • Penske Automotive Group made up 0.05% of SummitTX Capital's portfolio in Q2 2026, its #335 holding.
  • SummitTX Capital first reported a position in Penske Automotive Group in Q1 2025 and has held it in 5 quarters since.
  • 393 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.