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Paccar shares owned by RFG - Bristol Wealth Advisors

Quarter-by-quarter ownership of Paccar (PCAR) shares owned by RFG - Bristol Wealth Advisors from 13F filings

Historical chart of RFG - Bristol Wealth Advisors investment in Paccar

Tip: Access up to 7 years of quarterly data

All positions including Paccar held by RFG - Bristol Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paccar by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 10k 109.52
2025-09-30 $607k 6.2k 98.32
2025-06-30 $276k 2.9k 95.07
2025-03-31 $417k 4.3k 97.38
2024-12-31 $444k 4.3k 104.01

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Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust State Street Spd (VLU)
Ssga Active Etf Tr State Street Mul (RLY)
Principal Exchange Traded Prin U S Small (PSC)
Coca-Cola Company (KO)
Apple (AAPL)
Fidelity Covington Trust Fundamental Larg (FFLC)
Caterpillar (CAT)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding Paccar

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Geode Capital Management
Massachusetts Financial Services
Capital Research Global Investors
Jpmorgan Chase & Co
FMR
Invesco
Northern Trust
Dimensional Fund Advisors
Fisher Investments
UBS Group
First Trust Advisors

View all funds holding Paccar