SVB Wealth’s PACCAR PCAR Stock Holding History

SVB Wealth’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	–	Sell	-4,173	Closed	-$434K	–	1707
2024 Q4	$434K	Buy	+4,173	New	+$457K	0.01%	451
2024 Q3	–	Sell	-4,221	Closed	-$434K	–	431
2024 Q2	$434K	Buy	4,221 +277	+7%	+$30.5K	0.01%	452
2024 Q1	$489K	Sell	3,944 -194	-5%	-$20.8K	0.01%	480
2023 Q4	$404K	Buy	4,138 +981	+31%	+$88.1K	0.01%	546
2023 Q3	$268K	Sell	3,157 -233	-7%	-$19.8K	0.01%	649
2023 Q2	$284K	Sell	3,390 -432	-11%	-$32K	0.01%	698
2023 Q1	$280K	Sell	3,822 -681	-15%	-$48.7K	﹤0.01%	746
2022 Q4	$297K	Buy	4,503 +43	+1%	+$2.81K	﹤0.01%	750
2022 Q3	$249K	Buy	+4,460	New	+$259K	﹤0.01%	764
2015 Q4	–	Sell	-8,324	Closed	-$289K	–	556
2015 Q3	$289K	Sell	8,324 -5,205	-38%	-$211K	0.01%	475
2015 Q2	$576K	Sell	13,529 -640	-5%	-$27.6K	0.02%	414
2015 Q1	$596K	Buy	14,169 +540	+4%	+$22.9K	0.02%	391
2014 Q4	$618K	Buy	+13,629	New	+$588K	0.02%	370

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return