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Englebert Financial Advisers’s PACS Group PACS Stock Holding History

Englebert Financial Advisers’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 		– Sell
-6,870
Closed -$221K – 72
2026
Q1 		$221K Buy
+6,870
New +$253K 0.25% 53

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

Englebert Financial Advisers's PACS Position: Q2 2026 in Review

Englebert Financial Advisers sold out of PACS Group (PACS) in Q2 2026, closing a stake of 6,870 shares — an estimated $221K sold.

Englebert Financial Advisers first reported a position in PACS in Q1 2026 and held it in 1 quarter. The position peaked at $221K in Q1 2026. 239 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Englebert Financial Advisers reported no remaining PACS Group position as of Q2 2026 after selling out during the quarter.
  • Englebert Financial Advisers sold 6,870 PACS Group shares in Q2 2026, an estimated $221K.
  • Englebert Financial Advisers first reported a position in PACS Group in Q1 2026 and held it in 1 quarter.
  • Englebert Financial Advisers's PACS Group position peaked at $221K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.