Position in PAG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$302,246
+$50,754 QoQ
Shares Held
1,689
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#230
of 387 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026IFP Advisors, Inc holds $2,555,678 across 16 Auto & Truck Dealerships names. PAG ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
|
2,151 | $624,843 | |
| 2 | VVV |
Valvoline Inc
|
8,344 | $329,921 | |
| 3 | ACVA |
ACV Auctions Inc.
|
45,834 | $329,546 | |
| 4 | PAG |
Penske Automotive Group, Inc.
This page
|
1,689 | $302,246 | |
| 5 | CVNA |
Carvana Co.
|
3,654 | $240,506 | |
| 6 | AN |
Autonation, Inc.
|
1,108 | $205,855 | |
| 7 | GPI |
Group 1 Automotive Inc
|
665 | $193,628 | |
| 8 | OPLN |
OPENLANE, Inc.
|
4,523 | $186,528 |
All Filings in PAG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,246 | 1,689 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $251,492 | 1,682 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $291,570 | 1,842 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $320,168 | 1,841 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $306,337 | 1,783 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $233,103 | 1,619 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $247,257 | 1,622 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $286,996 | 1,767 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $263,616 | 1,769 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $259,507 | 1,602 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $257,137 | 1,602 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $280,493 | 1,679 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $271,273 | 1,628 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $225,477 | 1,590 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $130 | 2,306 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $231,212 | 2,349 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $240,368 | 2,296 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $149,202 | 1,592 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $170,265 | 1,588 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $179,369 | 1,783 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $119,802 | 1,587 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $127,340 | 1,587 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $175,081 | 2,948 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $140,978 | 2,958 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $115,433 | 2,982 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $105,896 | 3,782 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||