AssetMark Inc’s PACS Group PACS Stock Holding History

AssetMark Inc’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	$1.66K	Buy	39 +10	+34%	+$360	﹤0.01%	3019
2026 Q1	$931	Hold	29	–	–	﹤0.01%	3054
2025 Q4	$1.11K	Hold	29	–	–	﹤0.01%	2910
2025 Q3	$398	Hold	29	–	–	﹤0.01%	2966
2025 Q2	$375	Buy	+29	New	+$302	﹤0.01%	2789

Other funds holding PACS

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PWS

Peterson Wealth Services South Ogden, Utah $459M AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FDP

Financiere des Professionnels Montreal, Quebec, Canada $1.77B AUM 34.52% 1-Year Est. Return

AssetMark Inc's PACS Position: Q2 2026 in Review

AssetMark Inc increased its PACS Group (PACS) stake by 34% in Q2 2026, buying an estimated $360 and bringing the position to 39 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #3019.

AssetMark Inc first reported a position in PACS in Q2 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

AssetMark Inc held 39 shares of PACS Group worth $1.66K as of Q2 2026.
AssetMark Inc bought 10 PACS Group shares in Q2 2026, an estimated $360.
PACS Group made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3019 holding.
AssetMark Inc first reported a position in PACS Group in Q2 2025 and has held it in 5 quarters since.
79 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.