EverSource Wealth Advisors, LLC
Position in PAG — Penske Automotive Group, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in PAG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$36,860
-$10,531 QoQ
Shares Held
206
-35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#291
of 387 holders
Holding Since
Sep 2022
16 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, 2026EverSource Wealth Advisors, LLC holds $1,725,446 across 17 Auto & Truck Dealerships names. PAG ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
7,053 | $373,028 | |
| 2 | AN |
Autonation, Inc.
|
1,945 | $361,357 | |
| 3 | CVNA |
Carvana Co.
|
4,642 | $305,532 | |
| 4 | GPI |
Group 1 Automotive Inc
|
539 | $156,936 | |
| 5 | LAD |
Lithia Motors Inc
|
536 | $155,697 | |
| 6 | CARG |
CarGurus, Inc.
|
3,722 | $126,880 | |
| 7 | ACVA |
ACV Auctions Inc.
|
5,720 | $41,124 | |
| 8 | PAG |
Penske Automotive Group, Inc.
This page
|
206 | $36,860 |
All Filings in PAG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,860 | 206 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $47,391 | 317 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $127,578 | 806 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $163,474 | 940 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $151,191 | 880 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,875 | 145 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,986 | 118 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,896 | 24 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,576 | 24 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,427 | 15 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,567 | 16 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,837 | 11 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,832 | 11 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,843 | 13 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,034 | 9 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $20,177 | 205 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||