STIFEL FINANCIAL CORP

Position in PAG — Penske Automotive Group, Inc.

CIK 720672 ST. LOUIS, MO

Position in PAG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$499,994

-$83,144 QoQ

Shares Held

3,344

-9.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 48.20574162679426.ToString("F0")% Shared 0.ToString("F0")% None 51.794258373205736.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $29,911,987 across 14 Auto & Truck Dealerships names. PAG ranks #8 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AN	Autonation, Inc.	67,194	$13,120,299
2	LAD	Lithia Motors Inc	15,916	$3,974,543
3	ABG	Asbury Automotive Group Inc	19,994	$3,907,026
4	KMX	Carmax Inc	91,664	$3,811,387
5	CARG	CarGurus, Inc.	36,615	$1,246,739
6	VVV	Valvoline Inc	23,812	$801,987
7	OPLN	OPENLANE, Inc.	19,664	$573,204
8	PAG	Penske Automotive Group, Inc. This page	3,344	$499,994

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$499,994	3,344	-9.2%	Shares	Defined	2026-05-12
2025-12-31	$583,138	3,684	+0.2%	Shares	Defined	2026-02-13
2025-09-30	$639,640	3,678	0.0%	Shares	Defined	2025-11-12
2025-06-30	$631,916	3,678	-20.4%	Shares	Defined	2025-08-14
2025-03-31	$665,619	4,623	+54.5%	Shares	Defined	2025-05-14
2024-12-31	$456,099	2,992	+0.2%	Shares	Defined	2025-02-13
2024-09-30	$484,985	2,986	+39.1%	Shares	Defined	2024-11-14
2024-06-30	$319,945	2,147	-7.8%	Shares	Defined	2024-08-13
2024-03-31	$377,111	2,328	-66.3%	Shares	Defined	2024-05-14
2023-12-31	$1,108,802	6,908	-12.8%	Shares	Defined	2024-02-12
2023-09-30	$1,324,117	7,926	+3.9%	Shares	Defined	2023-11-13
2023-06-30	$1,270,886	7,627	-54.4%	Shares	Defined	2023-08-14
2023-03-31	$2,371,487	16,723	+76.5%	Shares	Defined	2023-05-12
2022-12-31	$1,089,191	9,477	-6.8%	Shares	Defined	2023-02-13
2022-09-30	$1,000,934	10,169	+99.9%	Shares	Defined	2022-11-14
2022-06-30	$532,453	5,086	-0.2%	Shares	Defined	2022-08-15
2022-03-31	$477,597	5,096	-56.7%	Shares	Defined	2022-05-13
2021-12-31	$1,260,585	11,757	+0.1%	Shares	Defined	2022-02-14
2021-09-30	$1,181,949	11,749	+50.6%	Shares	Defined	2021-11-15
2021-06-30	$588,822	7,800	-29.6%	Shares	Defined	2021-08-13
2021-03-31	$888,738	11,076	+2.3%	Shares	Defined	2021-05-14
2020-12-31	$642,777	10,823	-2.1%	Shares	Defined	2021-02-12
2020-09-30	$527,071	11,059	-6.2%	Shares	Defined	2020-11-16
2020-06-30	$456,468	11,792	+2.9%	Shares	Defined	2020-08-14
2020-03-31	$320,964	11,463	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.