Action Point Financial Planning’s PACS Group PACS Stock Holding History

Action Point Financial Planning’s Portfolio PACS Stock Details PACS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24K	Buy	+29	New	+$1.04K	﹤0.01%	2416

Other funds holding PACS

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Action Point Financial Planning's PACS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in PACS Group (PACS) in Q2 2026: 29 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #2416 among its holdings.

236 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

Action Point Financial Planning held 29 shares of PACS Group worth $1.24K as of Q2 2026.
PACS Group was a new Action Point Financial Planning position in Q2 2026.
PACS Group made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2416 holding.
236 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.