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Allworth Financial’s PACS Group PACS Stock Holding History

Allworth Financial’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 		$60.1K Sell
1,410
-28
-2% -$1.01K ﹤0.01% 2320
2026
Q1 		$46.2K Buy
1,438
+209
+17% +$7.68K ﹤0.01% 2380
2025
Q4 		$47.2K Buy
1,229
+251
+26% +$5.51K ﹤0.01% 2238
2025
Q3 		$13.4K Sell
978
-168
-15% -$1.97K ﹤0.01% 2949
2025
Q2 		$14.8K Buy
1,146
+316
+38% +$3.29K ﹤0.01% 2705
2025
Q1 		$7.75K Buy
830
+490
+144% +$6.43K ﹤0.01% 2540
2024
Q4 		$4.79K Buy
340
+190
+127% +$4.87K ﹤0.01% 2783
2024
Q3 		$6K Buy
+150
New +$5.45K ﹤0.01% 2489

Other funds holding PACS

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's PACS Position: Q2 2026 in Review

Allworth Financial reduced its PACS Group (PACS) stake by 1.9% in Q2 2026, selling an estimated $1.01K and leaving 1,410 shares worth $60.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Allworth Financial first reported a position in PACS in Q3 2024 and has held it in 8 quarters since. 239 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Allworth Financial held 1,410 shares of PACS Group worth $60.1K as of Q2 2026.
  • Allworth Financial sold 28 PACS Group shares in Q2 2026, an estimated $1.01K.
  • PACS Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2320 holding.
  • Allworth Financial first reported a position in PACS Group in Q3 2024 and has held it in 8 quarters since.
  • 239 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.