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 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 $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avion Wealth's PACS Position: Q1 2026 in Review

Avion Wealth held its PACS Group (PACS) position steady in Q1 2026 at 26 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Avion Wealth first reported a position in PACS in Q3 2025 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold PACS as of Q1 2026.

Avion Wealth held 26 shares of PACS Group worth $0 as of Q1 2026.
Avion Wealth left its PACS Group share count unchanged in Q1 2026.
PACS Group made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1654 holding.
Avion Wealth first reported a position in PACS Group in Q3 2025 and has held it in 3 quarters since.
215 funds tracked by Wall St. Rank held PACS Group as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.