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Sunrise Financial Services’s PACCAR PCAR Stock Holding History

Sunrise Financial Services’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 		$18K Hold
150
– – 0.01% 184
2026
Q1 		$17.3K Hold
150
– – 0.01% 189
2025
Q4 		$16.4K Buy
+150
New +$15.4K 0.01% 171

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

Sunrise Financial Services's PCAR Position: Q2 2026 in Review

Sunrise Financial Services held its PACCAR (PCAR) position steady in Q2 2026 at 150 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #184.

Sunrise Financial Services first reported a position in PCAR in Q4 2025 and has held it in 3 quarters since. 1,093 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Sunrise Financial Services held 150 shares of PACCAR worth $18K as of Q2 2026.
  • Sunrise Financial Services left its PACCAR share count unchanged in Q2 2026.
  • PACCAR made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #184 holding.
  • Sunrise Financial Services first reported a position in PACCAR in Q4 2025 and has held it in 3 quarters since.
  • 1,093 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.