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Sheaff Brock Investment Advisors’s PACCAR PCAR Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$428K Hold
4,400
– – 0.04% 283
2024
Q4 		$458K Hold
4,400
– – 0.04% 268
2024
Q3 		$434K Sell
4,400
-400
-8% -$39.1K 0.04% 273
2024
Q2 		$494K Sell
4,800
-2,100
-30% -$231K 0.05% 248
2024
Q1 		$855K Buy
+6,900
New +$741K 0.05% 213
2019
Q2 		– Sell
-10,050
Closed -$457K – 515
2019
Q1 		$457K Sell
10,050
-300
-3% -$13.1K 0.06% 265
2018
Q4 		$394K Sell
10,350
-1,200
-10% -$47.9K 0.06% 266
2018
Q3 		$525K Buy
11,550
+274
+2% +$12.1K 0.05% 260
2018
Q2 		$466K Sell
11,276
-1,350
-11% -$58.4K 0.05% 272
2018
Q1 		$557K Sell
12,626
-16,384
-56% -$775K 0.06% 235
2017
Q4 		$1.38M Buy
+29,010
New +$1.37M 0.18% 111
2017
Q2 		– Sell
-118,920
Closed -$5.33M – 640
2017
Q1 		$5.33M Sell
118,920
-6,606
-5% -$298K 0.69% 37
2016
Q4 		$5.35M Sell
125,526
-6,258
-5% -$252K 0.68% 35
2016
Q3 		$5.16M Sell
131,784
-10,208
-7% -$388K 0.69% 32
2016
Q2 		$4.91M Sell
141,992
-5,290
-4% -$195K 0.62% 38
2016
Q1 		$5.37M Buy
+147,282
New +$4.93M 0.66% 33

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sheaff Brock Investment Advisors's PCAR Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its PACCAR (PCAR) position steady in Q1 2025 at 4,400 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #283.

Sheaff Brock Investment Advisors first reported a position in PCAR in Q1 2016 and has held it in 16 quarters since. The position peaked at $5.37M in Q1 2016. 999 funds tracked by Wall St. Rank hold PCAR as of Q1 2025.

  • Sheaff Brock Investment Advisors held 4,400 shares of PACCAR worth $428K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its PACCAR share count unchanged in Q1 2025.
  • PACCAR made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #283 holding.
  • Sheaff Brock Investment Advisors first reported a position in PACCAR in Q1 2016 and has held it in 16 quarters since.
  • Sheaff Brock Investment Advisors's PACCAR position peaked at $5.37M in Q1 2016.
  • 999 funds tracked by Wall St. Rank held PACCAR as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.