CPG
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Cornerstone Planning Group’s PACS Group PACS Stock Holding History

Cornerstone Planning Group’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 		$5.18K Hold
115
– – ﹤0.01% 1074
2026
Q1 		$3.75K Hold
115
– – ﹤0.01% 1162
2025
Q4 		$3.95K Sell
115
-423
-79% -$9.28K ﹤0.01% 1036
2025
Q3 		$105K Buy
538
+496
+1,181% +$5.82K 0.02% 206
2025
Q2 		$480 Buy
+42
New +$437 ﹤0.01% 1312

Other funds holding PACS

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

Cornerstone Planning Group's PACS Position: Q2 2026 in Review

Cornerstone Planning Group held its PACS Group (PACS) position steady in Q2 2026 at 115 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Cornerstone Planning Group first reported a position in PACS in Q2 2025 and has held it in 5 quarters since. The position peaked at $105K in Q3 2025. 111 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Cornerstone Planning Group held 115 shares of PACS Group worth $5.18K as of Q2 2026.
  • Cornerstone Planning Group left its PACS Group share count unchanged in Q2 2026.
  • PACS Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1074 holding.
  • Cornerstone Planning Group first reported a position in PACS Group in Q2 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's PACS Group position peaked at $105K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.