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RFG - Bristol Wealth Advisors’s PACCAR PCAR Stock Holding History

RFG - Bristol 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 		$1.22M Buy
10,191
+30
+0.3% +$3.54K 0.3% 67
2026
Q1 		$1.17M Buy
10,161
+35
+0.3% +$4.23K 0.32% 61
2025
Q4 		$1.11M Buy
10,126
+3,953
+64% +$405K 0.31% 68
2025
Q3 		$607K Buy
6,173
+3,270
+113% +$323K 0.18% 98
2025
Q2 		$276K Sell
2,903
-1,382
-32% -$128K 0.09% 153
2025
Q1 		$417K Buy
4,285
+13
+0.3% +$1.37K 0.14% 113
2024
Q4 		$444K Buy
+4,272
New +$468K 0.15% 106

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

RFG - Bristol Wealth Advisors's PCAR Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its PACCAR (PCAR) stake by 0.3% in Q2 2026, buying an estimated $3.54K and bringing the position to 10,191 shares worth $1.22M. The position accounts for 0.3% of the portfolio, ranked #67.

RFG - Bristol Wealth Advisors first reported a position in PCAR in Q4 2024 and has held it in 7 quarters since. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 10,191 shares of PACCAR worth $1.22M as of Q2 2026.
  • RFG - Bristol Wealth Advisors bought 30 PACCAR shares in Q2 2026, an estimated $3.54K.
  • PACCAR made up 0.3% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • RFG - Bristol Wealth Advisors first reported a position in PACCAR in Q4 2024 and has held it in 7 quarters since.
  • 1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.