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Root Financial Partners’s PACCAR PCAR Stock Holding History

Root Financial Partners’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 		– Sell
-1,294
Closed -$149K – 2364
2026
Q1 		$149K Buy
1,294
+169
+15% +$20.4K 0.01% 419
2025
Q4 		$123K Buy
1,125
+264
+31% +$27.1K 0.01% 399
2025
Q3 		$84.7K Buy
+861
New +$84.9K 0.01% 495

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

Root Financial Partners's PCAR Position: Q2 2026 in Review

Root Financial Partners sold out of PACCAR (PCAR) in Q2 2026, closing a stake of 1,294 shares — an estimated $149K sold.

Root Financial Partners first reported a position in PCAR in Q3 2025 and held it in 3 quarters. The position peaked at $149K in Q1 2026. 1,095 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Root Financial Partners reported no remaining PACCAR position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,294 PACCAR shares in Q2 2026, an estimated $149K.
  • Root Financial Partners first reported a position in PACCAR in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's PACCAR position peaked at $149K in Q1 2026.
  • 1,095 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.