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Ballentine Partners’s Pacific Biosciences PACB Stock Holding History

Ballentine Partners’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.2K Sell
14,386
-2,277
-14% -$3.31K ﹤0.01% 1074
2026
Q1 		$22K Sell
16,663
-4,160
-20% -$7.44K ﹤0.01% 1011
2025
Q4 		$38.9K Buy
20,823
+4,342
+26% +$8.34K ﹤0.01% 1000
2025
Q3 		$21.1K Sell
16,481
-359
-2% -$486 ﹤0.01% 1014
2025
Q2 		$20.9K Sell
16,840
-2,179
-11% -$2.52K ﹤0.01% 983
2025
Q1 		$22.4K Sell
19,019
-10,133
-35% -$15.5K ﹤0.01% 904
2024
Q4 		$53.3K Buy
29,152
+3,845
+15% +$7.5K ﹤0.01% 875
2024
Q3 		$43K Buy
+25,307
New +$41.6K ﹤0.01% 835
2024
Q1 		– Sell
-11,248
Closed -$110K – 753
2023
Q4 		$110K Sell
11,248
-696
-6% -$5.69K ﹤0.01% 659
2023
Q3 		$99.7K Sell
11,944
-12
-0.1% -$137 ﹤0.01% 577
2023
Q2 		$159K Sell
11,956
-5,632
-32% -$68.4K ﹤0.01% 563
2023
Q1 		$204K Sell
17,588
-2,542
-13% -$25.3K 0.01% 518
2022
Q4 		$165K Buy
20,130
+8,214
+69% +$70.8K ﹤0.01% 475
2022
Q3 		$69K Buy
11,916
+1,737
+17% +$9.97K ﹤0.01% 467
2022
Q2 		$45K Buy
+10,179
New +$61.9K ﹤0.01% 434
2021
Q4 		– Sell
-8,270
Closed -$211K – 482
2021
Q3 		$211K Buy
8,270
+136
+2% +$4.03K 0.01% 390
2021
Q2 		$284K Sell
8,134
-479
-6% -$13.9K 0.01% 330
2021
Q1 		$287K Sell
8,613
-56
-0.6% -$1.96K 0.01% 311
2020
Q4 		$225K Buy
+8,669
New +$147K 0.01% 340
2020
Q2 		– Sell
-12,078
Closed -$37K – 385
2020
Q1 		$37K Sell
12,078
-967
-7% -$3.96K ﹤0.01% 340
2019
Q4 		$67K Buy
+13,045
New +$66.3K ﹤0.01% 406

Other funds holding PACB

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Ballentine Partners's PACB Position: Q2 2026 in Review

Ballentine Partners reduced its Pacific Biosciences (PACB) stake by 14% in Q2 2026, selling an estimated $3.31K and leaving 14,386 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Ballentine Partners first reported a position in PACB in Q4 2019 and has held it in 21 quarters since. The position peaked at $287K in Q1 2021. 11 funds tracked by Wall St. Rank hold PACB as of Q2 2026.

  • Ballentine Partners held 14,386 shares of Pacific Biosciences worth $24.2K as of Q2 2026.
  • Ballentine Partners sold 2,277 Pacific Biosciences shares in Q2 2026, an estimated $3.31K.
  • Pacific Biosciences made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1074 holding.
  • Ballentine Partners first reported a position in Pacific Biosciences in Q4 2019 and has held it in 21 quarters since.
  • Ballentine Partners's Pacific Biosciences position peaked at $287K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.