Next Level Wealth Planning
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Next Level Wealth Planning’s PACCAR PCAR Stock Holding History

Next Level Wealth Planning’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 		$17K Buy
+155
New +$19.4K 0.01% 288

Other funds holding PCAR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Next Level Wealth Planning's PCAR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in PACCAR (PCAR) in Q3 2026: 155 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings.

565 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Next Level Wealth Planning held 155 shares of PACCAR worth $17K as of Q3 2026.
  • PACCAR was a new Next Level Wealth Planning position in Q3 2026.
  • PACCAR made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #288 holding.
  • 565 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.