UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in PAG — Penske Automotive Group, Inc.
CIK 1463217
IRVING, TX
Position in PAG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$321,036
+$72,833 QoQ
Shares Held
1,794
+8.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#223
of 387 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAG Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $3,291,949 across 4 Auto & Truck Dealerships names. PAG ranks #3 (9.8% of the industry book) .
All Filings in PAG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,036 | 1,794 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $248,203 | 1,660 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $208,626 | 1,318 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||