BWP
PACS icon

Balboa Wealth Partners’s PACS Group PACS Stock Holding History

Balboa Wealth Partners’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 		$316K Buy
7,405
+13
+0.2% +$467 0.04% 334
2026
Q1 		$237K Buy
+7,392
New +$272K 0.04% 365

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

Balboa Wealth Partners's PACS Position: Q2 2026 in Review

Balboa Wealth Partners increased its PACS Group (PACS) stake by 0.18% in Q2 2026, buying an estimated $467 and bringing the position to 7,405 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #334.

Balboa Wealth Partners first reported a position in PACS in Q1 2026 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Balboa Wealth Partners held 7,405 shares of PACS Group worth $316K as of Q2 2026.
  • Balboa Wealth Partners bought 13 PACS Group shares in Q2 2026, an estimated $467.
  • PACS Group made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #334 holding.
  • Balboa Wealth Partners first reported a position in PACS Group in Q1 2026 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.