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 Q3	$657K	Sell	5,985 -4,206	-41%	-$527K	0.16%	90
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

LJHT

Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

RFG - Bristol Wealth Advisors's PCAR Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors reduced its PACCAR (PCAR) stake by 41% in Q3 2026, selling an estimated $527K and leaving 5,985 shares worth $657K. The position accounts for 0.16% of the portfolio, ranked #90.

RFG - Bristol Wealth Advisors first reported a position in PCAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.22M in Q2 2026. 46 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

RFG - Bristol Wealth Advisors held 5,985 shares of PACCAR worth $657K as of Q3 2026.
RFG - Bristol Wealth Advisors sold 4,206 PACCAR shares in Q3 2026, an estimated $527K.
PACCAR made up 0.16% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #90 holding.
RFG - Bristol Wealth Advisors first reported a position in PACCAR in Q4 2024 and has held it in 8 quarters since.
RFG - Bristol Wealth Advisors's PACCAR position peaked at $1.22M in Q2 2026.
46 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.