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Sunbelt Securities’s Penske Automotive Group PAG Stock Holding History

Sunbelt Securities’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 		$299 Sell
2
-4
-67% -$633 ﹤0.01% 2418
2025
Q4 		$950 Hold
6
– – ﹤0.01% 2077
2025
Q3 		$1.04K Buy
+6
New +$1.07K ﹤0.01% 2034

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sunbelt Securities's PAG Position: Q1 2026 in Review

Sunbelt Securities reduced its Penske Automotive Group (PAG) stake by 67% in Q1 2026, selling an estimated $633 and leaving 2 shares worth $299. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

Sunbelt Securities first reported a position in PAG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.04K in Q3 2025. 375 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Sunbelt Securities held 2 shares of Penske Automotive Group worth $299 as of Q1 2026.
  • Sunbelt Securities sold 4 Penske Automotive Group shares in Q1 2026, an estimated $633.
  • Penske Automotive Group made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2418 holding.
  • Sunbelt Securities first reported a position in Penske Automotive Group in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Penske Automotive Group position peaked at $1.04K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.