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Financial Planning Hawaii’s PACCAR PCAR Stock Holding History

Financial Planning Hawaii’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 		$288K Sell
2,400
-210
-8% -$24.8K 0.15% 113
2026
Q1 		$301K Sell
2,610
-430
-14% -$52K 0.18% 104
2025
Q4 		$333K Buy
+3,040
New +$312K 0.19% 100

Other funds holding PCAR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Planning Hawaii's PCAR Position: Q2 2026 in Review

Financial Planning Hawaii reduced its PACCAR (PCAR) stake by 8% in Q2 2026, selling an estimated $24.8K and leaving 2,400 shares worth $288K. The position accounts for 0.15% of the portfolio, ranked #113.

Financial Planning Hawaii first reported a position in PCAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $333K in Q4 2025. 586 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Financial Planning Hawaii held 2,400 shares of PACCAR worth $288K as of Q2 2026.
  • Financial Planning Hawaii sold 210 PACCAR shares in Q2 2026, an estimated $24.8K.
  • PACCAR made up 0.15% of Financial Planning Hawaii's portfolio in Q2 2026, its #113 holding.
  • Financial Planning Hawaii first reported a position in PACCAR in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's PACCAR position peaked at $333K in Q4 2025.
  • 586 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.