B. Riley Wealth Advisors’s PACCAR PCAR Stock Holding History

B. Riley Wealth Advisors’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 Q2	$301K	Sell	2,515 -117	-4%	-$13.8K	0.02%	626
2026 Q1	$296K	Buy	2,632 +161	+7%	+$19.5K	0.02%	592
2025 Q4	$271K	Sell	2,471 -389	-14%	-$39.9K	0.01%	742
2025 Q3	$281K	Buy	2,860 +119	+4%	+$11.7K	0.01%	748
2025 Q2	$261K	Buy	+2,741	New	+$253K	0.01%	771
2020 Q1	–	Sell	-6,120	Closed	-$323K	–	867
2019 Q4	$323K	Sell	6,120 -654	-10%	-$33.6K	0.03%	569
2019 Q3	$317K	Buy	6,774 +87	+1%	+$3.97K	0.03%	574
2019 Q2	$320K	Sell	6,687 -27,428	-80%	-$1.27M	0.04%	537
2019 Q1	$1.55M	Buy	+34,115	New	+$1.48M	0.19%	110
2015 Q1	–	Sell	-1,568	Closed	-$71	–	1562
2014 Q4	$71	Buy	+1,568	New	+$67.7K	﹤0.01%	1911
2014 Q3	–	Sell	-2,406	Closed	-$101K	–	1517
2014 Q2	$101K	Buy	+2,406	New	+$103K	0.02%	722

Other funds holding PCAR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

B. Riley Wealth Advisors's PCAR Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its PACCAR (PCAR) stake by 4.4% in Q2 2026, selling an estimated $13.8K and leaving 2,515 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #626.

B. Riley Wealth Advisors first reported a position in PCAR in Q2 2014 and has held it in 11 quarters since. The position peaked at $1.55M in Q1 2019. 229 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

B. Riley Wealth Advisors held 2,515 shares of PACCAR worth $301K as of Q2 2026.
B. Riley Wealth Advisors sold 117 PACCAR shares in Q2 2026, an estimated $13.8K.
PACCAR made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #626 holding.
B. Riley Wealth Advisors first reported a position in PACCAR in Q2 2014 and has held it in 11 quarters since.
B. Riley Wealth Advisors's PACCAR position peaked at $1.55M in Q1 2019.
229 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.