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Planning Strategies Inc.’s Penske Automotive Group PAG Stock Holding History

Planning Strategies Inc.’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 		$179 Buy
+1
New +$167 ﹤0.01% 995

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Planning Strategies Inc.'s PAG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Penske Automotive Group (PAG) in Q2 2026: 1 share worth $179. The stake represents ﹤0.01% of the portfolio and ranks #995 among its holdings.

102 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • Planning Strategies Inc. held 1 share of Penske Automotive Group worth $179 as of Q2 2026.
  • Penske Automotive Group was a new Planning Strategies Inc. position in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #995 holding.
  • 102 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.