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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Root Financial Partners's PCAR Position: Q1 2026 in Review

Root Financial Partners increased its PACCAR (PCAR) stake by 15% in Q1 2026, buying an estimated $20.4K and bringing the position to 1,294 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #419.

Root Financial Partners first reported a position in PCAR in Q3 2025 and has held it in 3 quarters since. 1,077 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Root Financial Partners held 1,294 shares of PACCAR worth $149K as of Q1 2026.
  • Root Financial Partners bought 169 PACCAR shares in Q1 2026, an estimated $20.4K.
  • PACCAR made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #419 holding.
  • Root Financial Partners first reported a position in PACCAR in Q3 2025 and has held it in 3 quarters since.
  • 1,077 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.