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United Capital Financial Advisors’s Penske Automotive Group PAG Stock Holding History

United Capital 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
Q1 		$248K Buy
1,660
+342
+26% +$54.2K ﹤0.01% 1455
2025
Q4 		$209K Buy
+1,318
New +$217K ﹤0.01% 1314

Other funds holding PAG

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's PAG Position: Q1 2026 in Review

United Capital Financial Advisors increased its Penske Automotive Group (PAG) stake by 26% in Q1 2026, buying an estimated $54.2K and bringing the position to 1,660 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

United Capital Financial Advisors first reported a position in PAG in Q4 2025 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • United Capital Financial Advisors held 1,660 shares of Penske Automotive Group worth $248K as of Q1 2026.
  • United Capital Financial Advisors bought 342 Penske Automotive Group shares in Q1 2026, an estimated $54.2K.
  • Penske Automotive Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1455 holding.
  • United Capital Financial Advisors first reported a position in Penske Automotive Group in Q4 2025 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.