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Crewe Advisors’s PACS Group PACS Stock Holding History

Crewe Advisors’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 		$141M Buy
3,307,188
+553,009
+20% +$19.9M 10.22% 2
2026
Q1 		$88.5M Buy
2,754,179
+606,364
+28% +$22.3M 7.55% 2
2025
Q4 		$82.5M Buy
2,147,815
+1,035,747
+93% +$22.7M 7.3% 2
2025
Q3 		$15.3M Hold
1,112,068
– – 1.46% 19
2025
Q2 		$14.4M Hold
1,112,068
– – 2.03% 15
2025
Q1 		$12.5M Hold
1,112,068
– – 1.76% 14
2024
Q4 		$14.6M Buy
1,112,068
+1,110,410
+66,973% +$28.5M 2.01% 16
2024
Q3 		$66.3K Buy
+1,658
New +$60.3K 0.01% 272

Other funds holding PACS

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
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWS
Peterson Wealth Services South Ogden, Utah $459M AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FDP
Financiere des Professionnels Montreal, Quebec, Canada $1.77B AUM 34.52% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Crewe Advisors's PACS Position: Q2 2026 in Review

Crewe Advisors increased its PACS Group (PACS) stake by 20% in Q2 2026, buying an estimated $19.9M and bringing the position to 3,307,188 shares worth $141M. The position accounts for 10.22% of the portfolio, ranked #2.

Crewe Advisors first reported a position in PACS in Q3 2024 and has held it in 8 quarters since. 81 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Crewe Advisors held 3,307,188 shares of PACS Group worth $141M as of Q2 2026.
  • Crewe Advisors bought 553,009 PACS Group shares in Q2 2026, an estimated $19.9M.
  • PACS Group made up 10.22% of Crewe Advisors's portfolio in Q2 2026, its #2 holding.
  • Crewe Advisors first reported a position in PACS Group in Q3 2024 and has held it in 8 quarters since.
  • 81 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.