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JFS Wealth Advisors’s PACCAR PCAR Stock Holding History

JFS 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 		$62.3K Buy
519
+16
+3% +$1.89K ﹤0.01% 505
2026
Q1 		$58.1K Sell
503
-276
-35% -$33.4K ﹤0.01% 491
2025
Q4 		$85.8K Buy
779
+344
+79% +$35.3K ﹤0.01% 435
2025
Q3 		$42.8K Hold
435
– – ﹤0.01% 531
2025
Q2 		$41.4K Sell
435
-7
-2% -$647 ﹤0.01% 498
2025
Q1 		$43K Buy
442
+174
+65% +$18.4K ﹤0.01% 504
2024
Q4 		$27.9K Sell
268
-19
-7% -$2.08K ﹤0.01% 567
2024
Q3 		$28.3K Sell
287
-6
-2% -$587 ﹤0.01% 568
2024
Q2 		$30.2K Sell
293
-43
-13% -$4.74K ﹤0.01% 507
2024
Q1 		$41.6K Hold
336
– – ﹤0.01% 461
2023
Q4 		$32.8K Buy
336
+31
+10% +$2.78K ﹤0.01% 483
2023
Q3 		$25.9K Hold
305
– – ﹤0.01% 489
2023
Q2 		$25.5K Sell
305
-10
-3% -$740 ﹤0.01% 486
2023
Q1 		$23.1K Sell
315
-6
-2% -$429 ﹤0.01% 498
2022
Q4 		$21.2K Buy
321
+12
+4% +$784 ﹤0.01% 522
2022
Q3 		$17K Sell
309
-72
-19% -$4.18K ﹤0.01% 610
2022
Q2 		$21K Buy
381
+142
+59% +$8K ﹤0.01% 576
2022
Q1 		$14K Buy
239
+149
+166% +$9.09K ﹤0.01% 698
2021
Q4 		$5K Buy
+90
New +$5.2K ﹤0.01% 809

Other funds holding PCAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JFS Wealth Advisors's PCAR Position: Q2 2026 in Review

JFS Wealth Advisors increased its PACCAR (PCAR) stake by 3.2% in Q2 2026, buying an estimated $1.89K and bringing the position to 519 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

JFS Wealth Advisors first reported a position in PCAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $85.8K in Q4 2025. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • JFS Wealth Advisors held 519 shares of PACCAR worth $62.3K as of Q2 2026.
  • JFS Wealth Advisors bought 16 PACCAR shares in Q2 2026, an estimated $1.89K.
  • PACCAR made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #505 holding.
  • JFS Wealth Advisors first reported a position in PACCAR in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's PACCAR position peaked at $85.8K in Q4 2025.
  • 1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.