Steward Partners Investment Advisory, LLC
Position in PAG — Penske Automotive Group, Inc.
CIK 1723397
STAMFORD, CT
Position in PAG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$129,201
+$126,660 QoQ
Shares Held
722
+4147.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 387 holders
Holding Since
Sep 2020
8 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, 2026Steward Partners Investment Advisory, LLC holds $658,288 across 13 Auto & Truck Dealerships names. PAG ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
|
749 | $217,577 | |
| 2 | CVNA |
Carvana Co.
|
2,113 | $139,077 | |
| 3 | PAG |
Penske Automotive Group, Inc.
This page
|
722 | $129,201 | |
| 4 | ABG |
Asbury Automotive Group Inc
|
389 | $78,220 | |
| 5 | KMX |
Carmax Inc
|
1,088 | $57,544 | |
| 6 | GPI |
Group 1 Automotive Inc
|
37 | $10,773 | |
| 7 | OPLN |
OPENLANE, Inc.
|
176 | $7,258 | |
| 8 | AN |
Autonation, Inc.
|
38 | $7,060 |
All Filings in PAG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,201 | 722 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,541 | 17 | Shares | Sole | 2026-05-08 | |
| 2021-12-31 | $10,722 | 100 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $10,060 | 100 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,549 | 100 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,024 | 100 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,939 | 100 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,766 | 100 | Shares | Sole | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||