Sigma Planning Corp
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Sigma Planning Corp’s PACCAR PCAR Stock Holding History

Sigma Planning Corp’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 		$1.55M Buy
14,089
+2,024
+17% +$253K 0.04% 431
2026
Q2 		$1.45M Buy
12,065
+136
+1% +$16K 0.04% 465
2026
Q1 		$1.38M Buy
11,929
+9,944
+501% +$1.2M 0.04% 451
2025
Q4 		$217K Buy
+1,985
New +$203K 0.01% 1184
2025
Q2 		– Sell
-2,133
Closed -$208K – 1315
2025
Q1 		$208K Buy
2,133
+37
+2% +$3.9K 0.01% 1116
2024
Q4 		$218K Sell
2,096
-78
-4% -$8.54K 0.01% 1055
2024
Q3 		$215K Sell
2,174
-33
-1% -$3.23K 0.01% 1105
2024
Q2 		$227K Sell
2,207
-822
-27% -$90.6K 0.01% 1031
2024
Q1 		$375K Buy
+3,029
New +$325K 0.01% 877
2023
Q4 		– Sell
-2,687
Closed -$228K – 1081
2023
Q3 		$228K Buy
2,687
+65
+2% +$5.53K 0.01% 1036
2023
Q2 		$219K Buy
+2,622
New +$194K 0.01% 1062
2018
Q4 		– Sell
-13,781
Closed -$627K – 939
2018
Q3 		$627K Buy
13,781
+8,774
+175% +$387K 0.04% 415
2018
Q2 		$207K Buy
+5,007
New +$216K 0.01% 815

Other funds holding PCAR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sigma Planning Corp's PCAR Position: Q3 2026 in Review

Sigma Planning Corp increased its PACCAR (PCAR) stake by 17% in Q3 2026, buying an estimated $253K and bringing the position to 14,089 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #431.

Sigma Planning Corp first reported a position in PCAR in Q2 2018 and has held it in 13 quarters since. 614 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Sigma Planning Corp held 14,089 shares of PACCAR worth $1.55M as of Q3 2026.
  • Sigma Planning Corp bought 2,024 PACCAR shares in Q3 2026, an estimated $253K.
  • PACCAR made up 0.04% of Sigma Planning Corp's portfolio in Q3 2026, its #431 holding.
  • Sigma Planning Corp first reported a position in PACCAR in Q2 2018 and has held it in 13 quarters since.
  • 614 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.