SAG
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SageView Advisory Group’s PACCAR PCAR Stock Holding History

SageView Advisory Group’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 		$276K Sell
2,294
-130
-5% -$15.3K 0.01% 518
2026
Q1 		$280K Buy
2,424
+1,437
+146% +$174K 0.01% 485
2025
Q4 		$108K Buy
+987
New +$101K ﹤0.01% 802
2024
Q3 		– Sell
-3,760
Closed -$387K – 553
2024
Q2 		$387K Buy
+3,760
New +$414K 0.02% 382
2024
Q1 		– Sell
-3,136
Closed -$320K – 714
2023
Q4 		$320K Buy
+3,136
New +$282K 0.01% 491

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

SageView Advisory Group's PCAR Position: Q2 2026 in Review

SageView Advisory Group reduced its PACCAR (PCAR) stake by 5.4% in Q2 2026, selling an estimated $15.3K and leaving 2,294 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #518.

SageView Advisory Group first reported a position in PCAR in Q4 2023 and has held it in 5 quarters since. The position peaked at $387K in Q2 2024. 1,095 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • SageView Advisory Group held 2,294 shares of PACCAR worth $276K as of Q2 2026.
  • SageView Advisory Group sold 130 PACCAR shares in Q2 2026, an estimated $15.3K.
  • PACCAR made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #518 holding.
  • SageView Advisory Group first reported a position in PACCAR in Q4 2023 and has held it in 5 quarters since.
  • SageView Advisory Group's PACCAR position peaked at $387K in Q2 2024.
  • 1,095 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.