TFC Financial Management’s Penske Automotive Group PAG Stock Holding History

TFC Financial Management’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	$150	Hold	1	–	–	﹤0.01%	821
2025 Q4	$159	Hold	1	–	–	﹤0.01%	811
2025 Q3	$174	Hold	1	–	–	﹤0.01%	817
2025 Q2	$172	Hold	1	–	–	﹤0.01%	799
2025 Q1	$144	Hold	1	–	–	﹤0.01%	773
2024 Q4	$153	Hold	1	–	–	﹤0.01%	769
2024 Q3	$163	Hold	1	–	–	﹤0.01%	772
2024 Q2	$150	Hold	1	–	–	﹤0.01%	753
2024 Q1	$162	Buy	+1	New	+$153	﹤0.01%	764
2023 Q2	–	Sell	-2	Closed	-$284	–	724
2023 Q1	$284	Buy	+2	New	+$266	﹤0.01%	600

Other funds holding PAG

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFC Financial Management's PAG Position: Q1 2026 in Review

TFC Financial Management held its Penske Automotive Group (PAG) position steady in Q1 2026 at 1 share worth $150. The position accounts for ﹤0.01% of the portfolio, ranked #821.

TFC Financial Management first reported a position in PAG in Q1 2023 and has held it in 10 quarters since. The position peaked at $284 in Q1 2023. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

TFC Financial Management held 1 share of Penske Automotive Group worth $150 as of Q1 2026.
TFC Financial Management left its Penske Automotive Group share count unchanged in Q1 2026.
Penske Automotive Group made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #821 holding.
TFC Financial Management first reported a position in Penske Automotive Group in Q1 2023 and has held it in 10 quarters since.
TFC Financial Management's Penske Automotive Group position peaked at $284 in Q1 2023.
374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.