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EverSource Wealth Advisors’s PACS Group PACS Stock Holding History

EverSource Wealth 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 		$229K Buy
5,362
+298
+6% +$10.7K 0.01% 938
2026
Q1 		$163K Buy
5,064
+4,465
+745% +$164K 0.01% 1167
2025
Q4 		$23K Sell
599
-9
-1% -$197 ﹤0.01% 2295
2025
Q3 		$8.35K Sell
608
-456
-43% -$5.35K ﹤0.01% 2912
2025
Q2 		$13.7K Buy
1,064
+1,049
+6,993% +$10.9K ﹤0.01% 2587
2025
Q1 		$169 Buy
+15
New +$197 ﹤0.01% 3734

Other funds holding PACS

CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 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 22.94% 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
SGAM
Smith Group Asset Management Dallas, Texas $2.46B AUM 57.16% 1-Year Est. Return
RC
Renaissance Capital Stamford, Connecticut $181M AUM 73.57% 1-Year Est. Return

EverSource Wealth Advisors's PACS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its PACS Group (PACS) stake by 5.9% in Q2 2026, buying an estimated $10.7K and bringing the position to 5,362 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #938.

EverSource Wealth Advisors first reported a position in PACS in Q1 2025 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • EverSource Wealth Advisors held 5,362 shares of PACS Group worth $229K as of Q2 2026.
  • EverSource Wealth Advisors bought 298 PACS Group shares in Q2 2026, an estimated $10.7K.
  • PACS Group made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #938 holding.
  • EverSource Wealth Advisors first reported a position in PACS Group in Q1 2025 and has held it in 6 quarters since.
  • 73 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

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