Transamerica Financial Advisors’s Penske Automotive Group PAG Stock Holding History

Transamerica Financial Advisors’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	$7.16K	Buy	40 +30	+300%	+$5.01K	﹤0.01%	1050
2026 Q1	$1.5K	Buy	10 +6	+150%	+$950	﹤0.01%	1266
2025 Q4	$568	Buy	4 +1	+33%	+$164	﹤0.01%	1346
2025 Q3	$441	Buy	3 +1	+50%	+$178	﹤0.01%	1323
2025 Q2	$187	Sell	2 -152	-99%	-$24.4K	﹤0.01%	502
2025 Q1	$23K	Sell	154 -265	-63%	-$42.4K	﹤0.01%	331
2024 Q4	$64K	Sell	419 -35	-8%	-$5.55K	0.01%	296
2024 Q3	$74K	Buy	454 +453	+45,300%	+$72.2K	0.01%	297
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	497
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	542
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	537
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	561
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	531
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	515
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	590
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	556
2022 Q2	$1K	Buy	+1	New	+$107	﹤0.01%	570

Other funds holding PAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Transamerica Financial Advisors's PAG Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Penske Automotive Group (PAG) stake by 300% in Q2 2026, buying an estimated $5.01K and bringing the position to 40 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Transamerica Financial Advisors first reported a position in PAG in Q2 2022 and has held it in 17 quarters since. The position peaked at $74K in Q3 2024. 392 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

Transamerica Financial Advisors held 40 shares of Penske Automotive Group worth $7.16K as of Q2 2026.
Transamerica Financial Advisors bought 30 Penske Automotive Group shares in Q2 2026, an estimated $5.01K.
Penske Automotive Group made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1050 holding.
Transamerica Financial Advisors first reported a position in Penske Automotive Group in Q2 2022 and has held it in 17 quarters since.
Transamerica Financial Advisors's Penske Automotive Group position peaked at $74K in Q3 2024.
392 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.