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Turning Point Benefit Group’s Penske Automotive Group PAG Stock Holding History

Turning Point Benefit Group’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 		– Sell
-14
Closed -$2.22K – 582
2025
Q4 		$2.22K Buy
+14
New +$2.3K ﹤0.01% 436

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 $3.38T AUM 44.17% 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

Turning Point Benefit Group's PAG Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Penske Automotive Group (PAG) in Q1 2026, closing a stake of 14 shares — an estimated $2.22K sold.

Turning Point Benefit Group first reported a position in PAG in Q4 2025 and held it in 1 quarter. The position peaked at $2.22K in Q4 2025. 376 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Penske Automotive Group position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 14 Penske Automotive Group shares in Q1 2026, an estimated $2.22K.
  • Turning Point Benefit Group first reported a position in Penske Automotive Group in Q4 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's Penske Automotive Group position peaked at $2.22K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.