PWA
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Provenance Wealth Advisors’s PACCAR PCAR Stock Holding History

Provenance 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 		$26.7K Hold
222
– – ﹤0.01% 271
2026
Q1 		$25.6K Hold
222
– – ﹤0.01% 254
2025
Q4 		$24.3K Hold
222
– – ﹤0.01% 252
2025
Q3 		$21.8K Hold
222
– – ﹤0.01% 277
2025
Q2 		$21.1K Hold
222
– – ﹤0.01% 262
2025
Q1 		$21.6K Hold
222
– – ﹤0.01% 270
2024
Q4 		$23.1K Hold
222
– – ﹤0.01% 262
2024
Q3 		$21.9K Hold
222
– – ﹤0.01% 282
2024
Q2 		$22.9K Hold
222
– – ﹤0.01% 250
2024
Q1 		$27.5K Hold
222
– – ﹤0.01% 256
2023
Q4 		$21.7K Buy
+222
New +$19.9K ﹤0.01% 259

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

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

Provenance Wealth Advisors held its PACCAR (PCAR) position steady in Q2 2026 at 222 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Provenance Wealth Advisors first reported a position in PCAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.5K in Q1 2024. 1,097 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Provenance Wealth Advisors held 222 shares of PACCAR worth $26.7K as of Q2 2026.
  • Provenance Wealth Advisors left its PACCAR share count unchanged in Q2 2026.
  • PACCAR made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #271 holding.
  • Provenance Wealth Advisors first reported a position in PACCAR in Q4 2023 and has held it in 11 quarters since.
  • Provenance Wealth Advisors's PACCAR position peaked at $27.5K in Q1 2024.
  • 1,097 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.