Avion Wealth’s PACS Group PACS Stock Holding History

Avion Wealth’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	$1K	Hold	26	–	–	﹤0.01%	1383
2026 Q1	$0	Hold	26	–	–	﹤0.01%	1654
2025 Q4	$0	Hold	26	–	–	﹤0.01%	1640
2025 Q3	$0	Buy	+26	New	+$305	﹤0.01%	1593

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

Avion Wealth's PACS Position: Q2 2026 in Review

Avion Wealth held its PACS Group (PACS) position steady in Q2 2026 at 26 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Avion Wealth first reported a position in PACS in Q3 2025 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

Avion Wealth held 26 shares of PACS Group worth $1K as of Q2 2026.
Avion Wealth left its PACS Group share count unchanged in Q2 2026.
PACS Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1383 holding.
Avion Wealth first reported a position in PACS Group in Q3 2025 and has held it in 4 quarters since.
240 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.