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Twin Peaks Wealth Advisors’s Penske Automotive Group PAG Stock Holding History

Twin Peaks Wealth 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 		– Sell
-3
Closed -$449 – 1596
2026
Q1 		$449 Buy
+3
New +$475 ﹤0.01% 2047
2025
Q3 		– Sell
-3
Closed -$543 – 1511
2025
Q2 		$543 Buy
+3
New +$481 ﹤0.01% 1899

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

Twin Peaks Wealth Advisors's PAG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Penske Automotive Group (PAG) in Q2 2026, closing a stake of 3 shares — an estimated $449 sold.

Twin Peaks Wealth Advisors first reported a position in PAG in Q2 2025 and held it in 2 quarters. The position peaked at $543 in Q2 2025. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Penske Automotive Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3 Penske Automotive Group shares in Q2 2026, an estimated $449.
  • Twin Peaks Wealth Advisors first reported a position in Penske Automotive Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Penske Automotive Group position peaked at $543 in Q2 2025.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.