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BANK OF MONTREAL /CAN/

Bank

Position in PAG — Penske Automotive Group, Inc.

CIK 927971 TORONTO, A6

Position in PAG

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$123,253,668
-$13,406,318 QoQ
Shares Held
824,329
-4.5% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority Sole 72.14437439420426.ToString("F0")% Shared 0.ToString("F0")% None 27.85562560579574.ToString("F0")%

Common Shares in PAG Over Time

Shares Held

Position Value (USD)

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $558,583,111 across 15 Auto & Truck Dealerships names. PAG ranks #3 (22.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PAG
Penske Automotive Group, Inc.
This page
824,329 $123,253,668

All Filings in PAG

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18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $123,253,668 824,329
2025-12-31 $136,659,986 863,352
2025-09-30 $381,730 2,195
2025-06-30 $403,408 2,348
2025-03-31 $374,055 2,598
2024-12-31 $404,117 2,651
2024-09-30 $404,586 2,491
2024-06-30 $545,710 3,662
2024-03-31 $551,411 3,404
2023-12-31 $502,073 3,128
2023-09-30 $370,369 2,217
2023-03-31 $632,046 4,457
2021-06-30 $1,832,896 24,280
2021-03-31 $80,559 1,004
2020-12-31 $26,606 448
2020-09-30 $25,116 527
2020-06-30 $16,451 425
2020-03-31 $9,212 329