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RAFFA WEALTH MANAGEMENT, LLC’s Penske Automotive Group PAG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$895 Hold
5
– – ﹤0.01% 1054
2026
Q1 		$748 Buy
5
+1
+25% +$158 ﹤0.01% 1009
2025
Q4 		$633 Hold
4
– – ﹤0.01% 1035
2025
Q3 		$696 Buy
+4
New +$713 ﹤0.01% 981
2022
Q4 		– Sell
-6
Closed -$591 – 1129
2022
Q3 		$591 Buy
+6
New +$669 ﹤0.01% 981

Other funds holding PAG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PAG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Penske Automotive Group (PAG) position steady in Q2 2026 at 5 shares worth $895. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PAG in Q3 2022 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 5 shares of Penske Automotive Group worth $895 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Penske Automotive Group share count unchanged in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1054 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Penske Automotive Group in Q3 2022 and has held it in 5 quarters since.
  • 93 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.