Position in PAG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$882,317
-$625,078 QoQ
Shares Held
5,901
-38.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAG Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026Focus Partners Wealth holds $68,141,323 across 6 Auto & Truck Dealerships names. PAG ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
1,492,859 | $62,073,077 | |
| 2 | CVNA |
Carvana Co.
|
9,787 | $3,076,837 | |
| 3 | AN |
Autonation, Inc.
|
8,497 | $1,659,124 | |
| 4 | PAG |
Penske Automotive Group, Inc.
This page
|
5,901 | $882,317 | |
| 5 | GPI |
Group 1 Automotive Inc
|
1,103 | $364,684 | |
| 6 | MCW |
Mister Car Wash, Inc.
|
12,236 | $85,284 |
All Filings in PAG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $882,317 | 5,901 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,507,395 | 9,523 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,453,887 | 8,360 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,450,248 | 8,441 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,073,802 | 7,458 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,156,257 | 7,585 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $1,281,656 | 7,891 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $940,018 | 6,308 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,279,235 | 7,897 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,021,325 | 6,363 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||