B. Riley Wealth Advisors
PCAR icon

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
Q3 		$292K Buy
2,664
+149
+6% +$18.7K 0.01% 771
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 Sell
2,741
-537
-16% -$49.6K 0.01% 771
2025
Q1 		$319K Buy
+3,278
New +$346K 0.01% 944
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 -$71K – 1562
2014
Q4 		$71K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

B. Riley Wealth Advisors's PCAR Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its PACCAR (PCAR) stake by 5.9% in Q3 2026, buying an estimated $18.7K and bringing the position to 2,664 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #771.

B. Riley Wealth Advisors first reported a position in PCAR in Q2 2014 and has held it in 13 quarters since. The position peaked at $1.55M in Q1 2019. 938 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • B. Riley Wealth Advisors held 2,664 shares of PACCAR worth $292K as of Q3 2026.
  • B. Riley Wealth Advisors bought 149 PACCAR shares in Q3 2026, an estimated $18.7K.
  • PACCAR made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #771 holding.
  • B. Riley Wealth Advisors first reported a position in PACCAR in Q2 2014 and has held it in 13 quarters since.
  • B. Riley Wealth Advisors's PACCAR position peaked at $1.55M in Q1 2019.
  • 938 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.