USA Financial Formulas
PCAR icon

USA Financial Formulas’s PACCAR PCAR Stock Holding History

USA Financial Formulas’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 		– Sell
-6,798
Closed -$817K – 500
2026
Q2 		$817K Buy
+6,798
New +$802K 0.15% 46
2024
Q3 		– Sell
-9,558
Closed -$984K – 347
2024
Q2 		$984K Sell
9,558
-10,025
-51% -$1.11M 0.16% 73
2024
Q1 		$2.43M Buy
+19,583
New +$2.1M 0.39% 11
2023
Q4 		– Sell
-38
Closed -$3.23K – 487
2023
Q3 		$3.23K Hold
38
– – ﹤0.01% 285
2023
Q2 		$3.18K Hold
38
– – ﹤0.01% 255
2023
Q1 		$2.78K Buy
+38
New +$2.72K ﹤0.01% 201
2021
Q3 		– Sell
-30
Closed -$2K – 457
2021
Q2 		$2K Sell
30
-32,651
-100% -$2M ﹤0.01% 320
2021
Q1 		$2.02M Buy
+32,681
New +$2.04M 1.64% 7
2020
Q4 		– Sell
-17,684
Closed -$1M – 392
2020
Q3 		$1M Buy
+17,684
New +$992K 0.76% 52
2019
Q1 		– Sell
-11,867
Closed -$539K – 279
2018
Q4 		$539K Buy
+11,867
New +$474K 0.13% 119
2018
Q3 		– Sell
-91,476
Closed -$4.04M – 362
2018
Q2 		$4.04M Sell
91,476
-855
-0.9% -$37K 0.98% 27
2018
Q1 		$4.07M Buy
92,331
+5,104
+6% +$241K 0.98% 27
2017
Q4 		$4.13M Buy
+87,227
New +$4.13M 0.98% 26
2017
Q3 		– Sell
-68,798
Closed -$3.03M – 309
2017
Q2 		$3.03M Sell
68,798
-11,271
-14% -$487K 0.73% 49
2017
Q1 		$3.59M Buy
+80,069
New +$3.61M 0.86% 37

Other funds holding PCAR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Mengis Capital Management
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

USA Financial Formulas's PCAR Position: Q3 2026 in Review

USA Financial Formulas sold out of PACCAR (PCAR) in Q3 2026, closing a stake of 6,798 shares — an estimated $817K sold.

USA Financial Formulas first reported a position in PCAR in Q1 2017 and held it in 15 quarters. The position peaked at $4.13M in Q4 2017. 194 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • USA Financial Formulas reported no remaining PACCAR position as of Q3 2026 after selling out during the quarter.
  • USA Financial Formulas sold 6,798 PACCAR shares in Q3 2026, an estimated $817K.
  • USA Financial Formulas first reported a position in PACCAR in Q1 2017 and held it in 15 quarters.
  • USA Financial Formulas's PACCAR position peaked at $4.13M in Q4 2017.
  • 194 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.