Position in PAG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$12,347
+$2,330 QoQ
Shares Held
69
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
of 387 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $121,795 across 13 Auto & Truck Dealerships names. PAG ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
|
129 | $37,473 | |
| 2 | CVNA |
Carvana Co.
|
319 | $20,996 | |
| 3 | AN |
Autonation, Inc.
|
77 | $14,305 | |
| 4 | PAG |
Penske Automotive Group, Inc.
This page
|
69 | $12,347 | |
| 5 | KMX |
Carmax Inc
|
164 | $8,673 | |
| 6 | RUSHA |
Rush Enterprises Inc \Tx\
|
112 | $8,174 | |
| 7 | OPLN |
OPENLANE, Inc.
|
140 | $5,773 | |
| 8 | GPI |
Group 1 Automotive Inc
|
17 | $4,949 |
All Filings in PAG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,347 | 69 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $10,017 | 67 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,296 | 84 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $11,651 | 67 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,511 | 67 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,646 | 67 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $10,213 | 67 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $10,882 | 67 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,984 | 67 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $10,853 | 67 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $12,038 | 75 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,529 | 75 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $12,497 | 75 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $10,919 | 77 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $8,964 | 78 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,071 | 82 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $10,678 | 102 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,342 | 57 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,787 | 26 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||