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Essential Partners’s PACS Group PACS Stock Holding History

Essential 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
Q3 		$16K Hold
385
– – 0.01% 991
2026
Q2 		$16.4K Sell
385
-720
-65% -$25.9K 0.01% 982
2026
Q1 		$35.5K Hold
1,105
– – 0.01% 699
2025
Q4 		$42.4K Sell
1,105
-8
-0.7% -$175 0.01% 654
2025
Q3 		$15.3K Buy
1,113
+243
+28% +$2.85K 0.01% 999
2025
Q2 		$11.2K Buy
+870
New +$9.05K ﹤0.01% 815

Other funds holding PACS

PA
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners's PACS Position: Q3 2026 in Review

Essential Partners held its PACS Group (PACS) position steady in Q3 2026 at 385 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #991.

Essential Partners first reported a position in PACS in Q2 2025 and has held it in 6 quarters since. The position peaked at $42.4K in Q4 2025. 17 funds tracked by Wall St. Rank hold PACS as of Q3 2026.

  • Essential Partners held 385 shares of PACS Group worth $16K as of Q3 2026.
  • Essential Partners left its PACS Group share count unchanged in Q3 2026.
  • PACS Group made up 0.01% of Essential Partners's portfolio in Q3 2026, its #991 holding.
  • Essential Partners first reported a position in PACS Group in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's PACS Group position peaked at $42.4K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held PACS Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.