Root Financial Partners
PCAR icon

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
Q3 		$154K Buy
+1,402
New +$176K 0.01% 549
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's PCAR Position: Q3 2026 in Review

Root Financial Partners opened a new position in PACCAR (PCAR) in Q3 2026: 1,402 shares worth $154K. The stake represents 0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PCAR as recently as Q1 2026.

Root Financial Partners first reported a position in PCAR in Q3 2025 and has held it in 4 quarters since. 938 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Root Financial Partners held 1,402 shares of PACCAR worth $154K as of Q3 2026.
  • PACCAR was a new Root Financial Partners position in Q3 2026.
  • PACCAR made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #549 holding.
  • Root Financial Partners first reported a position in PACCAR in Q3 2025 and has held it in 4 quarters since.
  • 938 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.