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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

PAG holding history

Penske Automotive Group, Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PAG overviewAll 13F holders of PAGFull Q2 2026 holdings

Shares (Q2 2026)
3,813
Value
$682.3K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2023
Holdings of PAG by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,813$682.3K<0.1%+3,813NewHolders
Q4 20250$00.0%−5,969−100.0%Sold outHolders
Q3 20255,969$1.04M0.1%+5,969NewHolders
Q1 20250$00.0%−6,164−100.0%Sold outHolders
Q4 20246,164$939.6K0.1%+445+7.8%AddedHolders
Q3 20245,719$928.9K0.1%−221−3.7%ReducedHolders
Q2 20245,940$885.2K0.1%−1,098−15.6%ReducedHolders
Q1 20247,038$1.14M0.1%+1,056+17.7%AddedHolders
Q4 20235,982$960.2K0.1%−3,977−39.9%ReducedHolders
Q3 20239,959$1.66M0.2%+4,187+72.5%AddedHolders
Q2 20235,772$961.8K0.1%+5,772NewHolders