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Fortem Financial Group’s PACCAR PCAR Stock Holding History

Fortem 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
Q2 		– Sell
-6,215
Closed -$605K – 189
2025
Q1 		$605K Sell
6,215
-2,605
-30% -$275K 0.24% 110
2024
Q4 		$917K Buy
8,820
+747
+9% +$81.8K 0.36% 79
2024
Q3 		$797K Buy
+8,073
New +$789K 0.32% 90

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fortem Financial Group's PCAR Position: Q2 2025 in Review

Fortem Financial Group sold out of PACCAR (PCAR) in Q2 2025, closing a stake of 6,215 shares — an estimated $605K sold.

Fortem Financial Group first reported a position in PCAR in Q3 2024 and held it in 3 quarters. The position peaked at $917K in Q4 2024. 967 funds tracked by Wall St. Rank hold PCAR as of Q2 2025.

  • Fortem Financial Group reported no remaining PACCAR position as of Q2 2025 after selling out during the quarter.
  • Fortem Financial Group sold 6,215 PACCAR shares in Q2 2025, an estimated $605K.
  • Fortem Financial Group first reported a position in PACCAR in Q3 2024 and held it in 3 quarters.
  • Fortem Financial Group's PACCAR position peaked at $917K in Q4 2024.
  • 967 funds tracked by Wall St. Rank held PACCAR as of Q2 2025.

Based on Fortem Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.