PACCAR Inc
DE ˙ XTRA ˙ US6937181088 ˙ Electrical Components & Equipment
€ 107,32 ↑0,40 (0,37%)
2026-09-04
COMPARTILHAR PREÇOS
SecurityDE:PAE / PACCAR Inc
InstitutionSteward Partners Investment Advisory, Llc
Latest Disclosed Ownership28,789 shares
Latest Disclosed Value $ 3,458,104
Steward Partners Investment Advisory, Llc reports 3.56% decrease in ownership of PAE / PACCAR Inc

On August 13, 2026 - Steward Partners Investment Advisory, Llc filed a 13F-HR form disclosing ownership of 28,789 shares of PACCAR Inc (DE:PAE) valued at $3,033,785 USD as of June 30, 2026. The entity filed a previous 13F-HR on May 8, 2026 disclosing 29,853 shares of PACCAR Inc. This represents a change in shares of -3.56% during the quarter. The current value of the position is $3,089,635 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-08-13 2026-06-30 13F PACCAR COM 693718108 28,789 -1,064 -3.56 3,458 0.32 0.0177
2026-05-08 2026-03-31 13F PACCAR COM 693718108 29,853 -1,120 -3.62 3,448 1.65 0.0176
2026-02-12 2025-12-31 13F PACCAR COM 693718108 30,973 2,064 7.14 3,392 19.32 0.0186
2025-11-12 2025-09-30 13F PACCAR COM 693718108 28,909 -2,851 -8.98 2,842 -5.86 0.0163
2025-08-12 2025-06-30 13F PACCAR COM 693718108 31,760 -571 -1.77 3,019 -4.10 0.0236
2025-05-13 2025-03-31 13F PACCAR COM 693718108 32,331 -9,123 -22.01 3,148 -26.99 0.0278
2025-02-06 2024-12-31 13F PACCAR COM 693718108 41,454 76 0.18 4,312 5.61 0.0383
2024-11-14 2024-09-30 13F PACCAR COM 693718108 41,378 -4,248 -9.31 4,083 -13.05 0.0377
2024-08-08 2024-06-30 13F PACCAR COM 693718108 45,626 532 1.18 4,697 -15.93 0.0495
2024-05-15 2024-03-31 13F PACCAR COM 693718108 45,094 -1,077 -2.33 5,587 23.91 0.0616
2024-02-12 2023-12-31 13F PACCAR COM 693718108 46,171 337 0.74 4,509 15.71 0.0610
2023-11-13 2023-09-30 13F PACCAR COM 693718108 45,834 11,194 32.32 3,897 34.48 0.0599
2023-08-14 2023-06-30 13F PACCAR COM 693718108 34,640 11,875 52.16 2,898 73.89 0.0435
2023-05-15 2023-03-31 13F PACCAR COM 693718108 22,765 7,791 52.03 1,666 12.49 0.0267
2023-02-15 2022-12-31 13F PACCAR COM 693718108 14,974 -2 -0.01 1,482 148,000.00 0.0252
2022-11-10 2022-09-30 13F PACCAR COM 693718108 14,976 -45 -0.30 1 0.00 0.0234
2022-08-04 2022-06-30 13F PACCAR COM 693718108 15,021 -93 -0.62 1 0.00 0.0227
2022-05-02 2022-03-31 13F PACCAR COM 693718108 15,114 543 3.73 1 0.00 0.0206
2022-02-08 2021-12-31 13F PACCAR COM 693718108 14,571 -17,248 -54.21 1 -50.00 0.0195
2021-11-12 2021-09-30 13F PACCAR COM 693718108 31,819 413 1.32 3 0.00 0.0432
2021-08-13 2021-06-30 13F PACCAR Common Stock 693718108 31,406 666 2.17 3 -99.93 0.0474
2021-05-17 2021-03-31 13F/A-3 PACCAR COM 693718108 30,740 16,109 110.10 2,856 126.31 0.0502
2021-05-14 2021-03-31 13F PACCAR COM 693718108 30,740 16,109 2,856 0.0502
2021-02-11 2020-12-31 13F PACCAR Common Stock 693718108 14,631 -599 -3.93 1,262 -2.85 0.0273
2020-10-30 2020-09-30 13F PACCAR COM 693718108 15,230 -194 -1.26 1,299 12.56 0.0327
2020-08-06 2020-06-30 13F PACCAR COM 693718108 15,424 -2,152 -12.24 1,154 7.45 0.0329
2020-04-29 2020-03-31 13F PACCAR COM 693718108 17,576 -383 -2.13 1,074 -24.37 0.0393
2020-01-17 2019-12-31 13F PACCAR COM 693718108 17,959 -35 -0.19 1,420 12.79 0.0420
2019-10-30 2019-09-30 13F PACCAR COM 693718108 17,994 -536 -2.89 1,259 -5.12 0.0424
2019-07-25 2019-06-30 13F PACCAR COM 693718108 18,530 -499 -2.62 1,327 2.39 0.0487
2019-04-30 2019-03-31 13F PACCAR COM 693718108 19,029 637 3.46 1,296 23.43 0.0549
2019-01-15 2018-12-31 13F PACCAR COM 693718108 18,392 248 1.37 1,050 -15.12 0.0511
2018-10-23 2018-09-30 13F PACCAR COM 693718108 18,144 -420 -2.26 1,237 7.57 0.0590
2018-07-20 2018-06-30 13F PACCAR COM 693718108 18,564 2,419 14.98 1,150 7.68 0.0687
2018-04-20 2018-03-31 13F PACCAR COM 693718108 16,145 59 0.37 1,068 -6.56 0.0731
2018-01-19 2017-12-31 13F PACCAR COM 693718108 16,086 266 1.68 1,143 -0.09 0.0873
2017-11-22 2017-09-30 13F PACCAR COM 693718108 15,820 6 0.04 1,144 9.58 0.1165
2017-11-22 2017-06-30 13F PACCAR COM 693718108 15,814 -3,347 -17.47 1,044 -18.88 0.1173
2017-11-22 2017-03-31 13F PACCAR COM 693718108 19,161 19,161 1,287 0.1947
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.