COLDSTREAM CAPITAL MANAGEMENT INC

Position in PAG — Penske Automotive Group, Inc.

CIK 1082339 BELLEVUE, WA

Position in PAG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$238,182

+$114,216 QoQ

Shares Held

1,331

+54.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#247

of 387 holders

Holding Since

Mar 2025

2 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Consumer Cyclical · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $1,710,934 across 6 Auto & Truck Dealerships names. PAG ranks #5 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVNA	Carvana Co.	5,798	$381,624
2	GPI	Group 1 Automotive Inc	1,231	$358,430
3	AN	Autonation, Inc.	1,396	$259,362
4	LAD	Lithia Motors Inc	877	$254,759
5	PAG	Penske Automotive Group, Inc. This page	1,331	$238,182
6	VVV	Valvoline Inc	5,528	$218,577

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,182	1,331	+54.6%	Shares	Sole	2026-08-14
2025-03-31	$123,966	861	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.