ACTION POINT FINANCIAL PLANNING, LLC
Position in PAG — Penske Automotive Group, Inc.
CIK 2116119
GRAND RAPIDS, MI
Position in PAG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,049
New position
Shares Held
45
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#330
of 387 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $60,712 across 14 Auto & Truck Dealerships names. PAG ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AN |
Autonation, Inc.
|
71 | $13,188 | |
| 2 | CVNA |
Carvana Co.
|
188 | $12,371 | |
| 3 | PAG |
Penske Automotive Group, Inc.
This page
|
45 | $8,049 | |
| 4 | LAD |
Lithia Motors Inc
|
22 | $6,386 | |
| 5 | VVV |
Valvoline Inc
|
135 | $5,335 | |
| 6 | GPI |
Group 1 Automotive Inc
|
15 | $4,366 | |
| 7 | OPLN |
OPENLANE, Inc.
|
59 | $2,431 | |
| 8 | KMX |
Carmax Inc
|
46 | $2,430 |
All Filings in PAG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,049 | 45 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||