Alpha Financial Partners
PCAR icon

Alpha Financial Partners’s PACCAR PCAR Stock Holding History

Alpha Financial Partners’s Portfolio PCAR Stock Details PCAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$214K Buy
1,947
+63
+3% +$7.89K 0.11% 106
2026
Q2 		$226K Sell
1,884
-47
-2% -$5.55K 0.12% 109
2026
Q1 		$223K Buy
1,931
+86
+5% +$10.4K 0.13% 96
2025
Q4 		$202K Buy
+1,845
New +$189K 0.12% 94
2024
Q2 		– Sell
-1,872
Closed -$232K – 81
2024
Q1 		$232K Buy
+1,872
New +$201K 0.21% 62

Other funds holding PCAR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Alpha Financial Partners's PCAR Position: Q3 2026 in Review

Alpha Financial Partners increased its PACCAR (PCAR) stake by 3.3% in Q3 2026, buying an estimated $7.89K and bringing the position to 1,947 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #106.

Alpha Financial Partners first reported a position in PCAR in Q1 2024 and has held it in 5 quarters since. The position peaked at $232K in Q1 2024. 705 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Alpha Financial Partners held 1,947 shares of PACCAR worth $214K as of Q3 2026.
  • Alpha Financial Partners bought 63 PACCAR shares in Q3 2026, an estimated $7.89K.
  • PACCAR made up 0.11% of Alpha Financial Partners's portfolio in Q3 2026, its #106 holding.
  • Alpha Financial Partners first reported a position in PACCAR in Q1 2024 and has held it in 5 quarters since.
  • Alpha Financial Partners's PACCAR position peaked at $232K in Q1 2024.
  • 705 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Alpha Financial Partners's 13F filing for Q3 2026, filed 10 Nov 2026.