Position in PAG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,468,642
+$360,101 QoQ
Shares Held
8,207
+10.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#109
of 387 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $4,567,792 across 7 Auto & Truck Dealerships names. PAG ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAG |
Penske Automotive Group, Inc.
This page
|
8,207 | $1,468,642 | |
| 2 | CVNA |
Carvana Co.
|
18,926 | $1,245,709 | |
| 3 | KMX |
Carmax Inc
|
12,080 | $638,911 | |
| 4 | LAD |
Lithia Motors Inc
|
1,288 | $374,151 | |
| 5 | AN |
Autonation, Inc.
|
1,878 | $348,913 | |
| 6 | RUSHA |
Rush Enterprises Inc \Tx\
|
3,542 | $258,530 | |
| 7 | GPI |
Group 1 Automotive Inc
|
800 | $232,936 |
All Filings in PAG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,468,642 | 8,207 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,108,541 | 7,414 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,340,716 | 8,470 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,588,841 | 9,136 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,755,898 | 10,220 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,493,648 | 10,374 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,583,394 | 10,387 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,729,448 | 10,648 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,624,019 | 10,898 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,763,585 | 10,887 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,132,696 | 13,287 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,215,716 | 13,263 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $808,488 | 4,852 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $715,715 | 5,047 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $638,551 | 5,556 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $548,451 | 5,572 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $595,476 | 5,688 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $526,706 | 5,620 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $409,580 | 3,820 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||