VFA
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Valeo Financial Advisors’s PACCAR PCAR Stock Holding History

Valeo Financial Advisors’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 		$523K Buy
4,760
+354
+8% +$44.3K 0.01% 450
2026
Q2 		$529K Buy
4,406
+212
+5% +$25K 0.01% 432
2026
Q1 		$484K Sell
4,194
-2,470
-37% -$299K 0.01% 423
2025
Q4 		$730K Buy
6,664
+299
+5% +$30.6K 0.02% 376
2025
Q3 		$626K Buy
6,365
+76
+1% +$7.5K 0.01% 410
2025
Q2 		$598K Sell
6,289
-265
-4% -$24.5K 0.01% 414
2025
Q1 		$638K Buy
6,554
+84
+1% +$8.86K 0.02% 346
2024
Q4 		$673K Buy
6,470
+46
+0.7% +$5.03K 0.02% 346
2024
Q3 		$634K Sell
6,424
-1
-0% -$98 0.02% 356
2024
Q2 		$661K Buy
6,425
+412
+7% +$45.4K 0.02% 313
2024
Q1 		$684K Buy
6,013
+61
+1% +$6.55K 0.02% 297
2023
Q4 		$581K Buy
5,952
+1,240
+26% +$111K 0.02% 319
2023
Q3 		$401K Buy
4,712
+439
+10% +$37.3K 0.02% 385
2023
Q2 		$357K Buy
4,273
+27
+0.6% +$2K 0.02% 392
2023
Q1 		$311K Buy
4,246
+493
+13% +$35.3K 0.02% 436
2022
Q4 		$248K Buy
+3,753
New +$245K 0.01% 431
2021
Q2 		– Sell
-2,547
Closed -$158K – 1421
2021
Q1 		$158K Buy
2,547
+481
+23% +$30.1K 0.01% 501
2020
Q4 		$119K Sell
2,066
-216
-9% -$12.7K 0.01% 527
2020
Q3 		$130K Sell
2,282
-118
-5% -$6.62K 0.01% 420
2020
Q2 		$120K Buy
2,400
+10
+0.4% +$467 0.01% 446
2020
Q1 		$107K Sell
2,390
-507
-18% -$23.9K 0.01% 412
2019
Q4 		$153K Hold
2,897
– – 0.01% 371
2019
Q3 		$135K Hold
2,897
– – 0.01% 365
2019
Q2 		$138K Sell
2,897
-697
-19% -$32.4K 0.02% 367
2019
Q1 		$163K Buy
3,594
+1,287
+56% +$56K 0.02% 322
2018
Q4 		$88K Sell
2,307
-915
-28% -$36.5K 0.01% 405
2018
Q3 		$123K Buy
3,222
+1,485
+85% +$65.5K 0.02% 355
2018
Q2 		$74K Buy
1,737
+642
+59% +$27.8K 0.01% 465
2018
Q1 		$48K Buy
1,095
+180
+20% +$8.52K 0.01% 499
2017
Q4 		$43K Buy
915
+315
+53% +$14.9K 0.01% 498
2017
Q3 		$29K Buy
+600
New +$27.1K 0.01% 505

Other funds holding PCAR

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Valeo Financial Advisors's PCAR Position: Q3 2026 in Review

Valeo Financial Advisors increased its PACCAR (PCAR) stake by 8% in Q3 2026, buying an estimated $44.3K and bringing the position to 4,760 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #450.

Valeo Financial Advisors first reported a position in PCAR in Q3 2017 and has held it in 31 quarters since. The position peaked at $730K in Q4 2025. 46 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Valeo Financial Advisors held 4,760 shares of PACCAR worth $523K as of Q3 2026.
  • Valeo Financial Advisors bought 354 PACCAR shares in Q3 2026, an estimated $44.3K.
  • PACCAR made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #450 holding.
  • Valeo Financial Advisors first reported a position in PACCAR in Q3 2017 and has held it in 31 quarters since.
  • Valeo Financial Advisors's PACCAR position peaked at $730K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.