Perigon Wealth Management
PCAR icon

Perigon Wealth Management’s PACCAR PCAR Stock Holding History

Perigon Wealth Management’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 		$633K Buy
5,764
+1,160
+25% +$145K 0.01% 783
2026
Q2 		$553K Buy
4,604
+58
+1% +$6.84K 0.01% 836
2026
Q1 		$525K Buy
4,546
+215
+5% +$26K 0.01% 785
2025
Q4 		$474K Sell
4,331
-1,860
-30% -$191K 0.01% 826
2025
Q3 		$609K Buy
6,191
+87
+1% +$8.58K 0.01% 671
2025
Q2 		$580K Sell
6,104
-577
-9% -$53.3K 0.01% 628
2025
Q1 		$650K Sell
6,681
-101
-1% -$10.7K 0.02% 566
2024
Q4 		$742K Buy
6,782
+3,963
+141% +$434K 0.02% 523
2024
Q3 		$278K Sell
2,819
-59
-2% -$5.77K 0.01% 822
2024
Q2 		$296K Buy
2,878
+221
+8% +$24.4K 0.01% 696
2024
Q1 		$329K Sell
2,657
-240
-8% -$25.8K 0.01% 659
2023
Q4 		$283K Sell
2,897
-276
-9% -$24.8K 0.01% 674
2023
Q3 		$270K Buy
3,173
+703
+28% +$59.8K 0.01% 626
2023
Q2 		$207K Buy
+2,470
New +$183K 0.01% 725
2021
Q1 		– Sell
-1,014
Closed -$58K – 877
2020
Q4 		$58K Buy
+1,014
New +$59.6K 0.01% 701

Other funds holding PCAR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Perigon Wealth Management's PCAR Position: Q3 2026 in Review

Perigon Wealth Management increased its PACCAR (PCAR) stake by 25% in Q3 2026, buying an estimated $145K and bringing the position to 5,764 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #783.

Perigon Wealth Management first reported a position in PCAR in Q4 2020 and has held it in 15 quarters since. The position peaked at $742K in Q4 2024. 338 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Perigon Wealth Management held 5,764 shares of PACCAR worth $633K as of Q3 2026.
  • Perigon Wealth Management bought 1,160 PACCAR shares in Q3 2026, an estimated $145K.
  • PACCAR made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #783 holding.
  • Perigon Wealth Management first reported a position in PACCAR in Q4 2020 and has held it in 15 quarters since.
  • Perigon Wealth Management's PACCAR position peaked at $742K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.