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Root Financial Partners, LLC

Position in PCAR — Paccar Inc

CIK 1977181 ENCINITAS, CA

Position in PCAR

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$149,457
+$26,259 QoQ
Shares Held
1,294
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PCAR Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Root Financial Partners, LLC holds $6,062,974 across 2 Farm & Heavy Construction Machinery names.

# Ticker Company Shares Value (USD) Open

All Filings in PCAR

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $149,457 1,294
2025-12-31 $123,198 1,125
2025-09-30 $84,653 861