Transamerica Financial Advisors, LLC
Position in PAG — Penske Automotive Group, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in PAG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$7,158
+$5,663 QoQ
Shares Held
40
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#334
of 387 holders
Holding Since
Jun 2022
17 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, 2026Transamerica Financial Advisors, LLC holds $46,712 across 9 Auto & Truck Dealerships names. PAG ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
454 | $29,882 | |
| 2 | PAG |
Penske Automotive Group, Inc.
This page
|
40 | $7,158 | |
| 3 | AN |
Autonation, Inc.
|
23 | $4,273 | |
| 4 | KMX |
Carmax Inc
|
29 | $1,533 | |
| 5 | VVV |
Valvoline Inc
|
37 | $1,462 | |
| 6 | LAD |
Lithia Motors Inc
|
5 | $1,452 | |
| 7 | CWH |
Camping World Holdings, Inc.
|
115 | $877 | |
| 8 | CRMT |
Americas Carmart Inc
|
27 | $75 |
All Filings in PAG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,158 | 40 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,495 | 10 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $633 | 4 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $521 | 3 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $343 | 2 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,172 | 154 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $63,872 | 419 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $73,738 | 454 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1 | 1 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1 | 1 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $98 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $104 | 1 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||