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Beacon Financial Group’s PACCAR PCAR Stock Holding History

Beacon Financial Group’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
2025
Q1 		– Sell
-3,262
Closed -$339K – 340
2024
Q4 		$339K Sell
3,262
-8
-0.2% -$876 0.04% 266
2024
Q3 		$323K Sell
3,270
-288
-8% -$28.2K 0.03% 271
2024
Q2 		$366K Buy
3,558
+40
+1% +$4.41K 0.04% 241
2024
Q1 		$436K Buy
+3,518
New +$378K 0.05% 231

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Financial Group's PCAR Position: Q1 2025 in Review

Beacon Financial Group sold out of PACCAR (PCAR) in Q1 2025, closing a stake of 3,262 shares — an estimated $339K sold.

Beacon Financial Group first reported a position in PCAR in Q1 2024 and held it in 4 quarters. The position peaked at $436K in Q1 2024. 1,001 funds tracked by Wall St. Rank hold PCAR as of Q1 2025.

  • Beacon Financial Group reported no remaining PACCAR position as of Q1 2025 after selling out during the quarter.
  • Beacon Financial Group sold 3,262 PACCAR shares in Q1 2025, an estimated $339K.
  • Beacon Financial Group first reported a position in PACCAR in Q1 2024 and held it in 4 quarters.
  • Beacon Financial Group's PACCAR position peaked at $436K in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held PACCAR as of Q1 2025.

Based on Beacon Financial Group's 13F filing for Q1 2025, filed 10 Apr 2025.