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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
Q1 		$237K Buy
+7,392
New +$272K 0.04% 365

Other funds holding PACS

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
CA
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balboa Wealth Partners's PACS Position: Q1 2026 in Review

Balboa Wealth Partners opened a new position in PACS Group (PACS) in Q1 2026: 7,392 shares worth $237K. The stake represents 0.04% of the portfolio and ranks #365 among its holdings.

215 funds tracked by Wall St. Rank hold PACS as of Q1 2026.

  • Balboa Wealth Partners held 7,392 shares of PACS Group worth $237K as of Q1 2026.
  • PACS Group was a new Balboa Wealth Partners position in Q1 2026.
  • PACS Group made up 0.04% of Balboa Wealth Partners's portfolio in Q1 2026, its #365 holding.
  • 215 funds tracked by Wall St. Rank held PACS Group as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.