Valley National Advisers’s PACCAR PCAR Stock Holding History

Valley National Advisers’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	$28K	Sell	248 -11	-4%	-$1.33K	﹤0.01%	460
2025 Q4	$28K	Sell	259 -226	-47%	-$23.2K	﹤0.01%	466
2025 Q3	$47K	Sell	485 -18,956	-98%	-$1.87M	0.01%	387
2025 Q2	$1.85M	Buy	19,441 +22	+0.1%	+$2.03K	0.3%	87
2025 Q1	$1.89M	Buy	19,419 +356	+2%	+$37.5K	0.34%	73
2024 Q4	$1.98M	Buy	19,063 +106	+0.6%	+$11.6K	0.36%	69
2024 Q3	$1.87M	Buy	18,957 +18,907	+37,814%	+$1.85M	0.34%	75
2024 Q2	$5K	Sell	50 -5	-9%	-$551	﹤0.01%	763
2024 Q1	$6K	Buy	55 +10	+22%	+$1.07K	﹤0.01%	754
2023 Q4	$4K	Buy	45 +35	+350%	+$3.14K	﹤0.01%	837
2023 Q3	$1K	Buy	+10	New	+$850	﹤0.01%	987
2016 Q1	–	Sell	-84	Closed	-$3K	–	635
2015 Q4	$3K	Hold	84	–	–	﹤0.01%	502
2015 Q3	$3K	Hold	84	–	–	﹤0.01%	502
2015 Q2	$4K	Hold	84	–	–	﹤0.01%	474
2015 Q1	$4K	Buy	+84	New	+$3.57K	﹤0.01%	454

Other funds holding PCAR

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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