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Summit Financial’s PACCAR PCAR Stock Holding History

Summit Financial’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 		$1.86M Buy
16,143
+13,988
+649% +$1.69M 0.02% 593
2025
Q4 		$239K Buy
2,155
+76
+4% +$7.79K ﹤0.01% 1171
2025
Q3 		$204K Buy
+2,079
New +$205K ﹤0.01% 1198

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

Summit Financial's PCAR Position: Q1 2026 in Review

Summit Financial increased its PACCAR (PCAR) stake by 649% in Q1 2026, buying an estimated $1.69M and bringing the position to 16,143 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #593.

Summit Financial first reported a position in PCAR in Q3 2025 and has held it in 3 quarters since. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Summit Financial held 16,143 shares of PACCAR worth $1.86M as of Q1 2026.
  • Summit Financial bought 13,988 PACCAR shares in Q1 2026, an estimated $1.69M.
  • PACCAR made up 0.02% of Summit Financial's portfolio in Q1 2026, its #593 holding.
  • Summit Financial first reported a position in PACCAR in Q3 2025 and has held it in 3 quarters since.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.