Financial Management Professionals
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Financial Management Professionals’s PACS Group PACS Stock Holding History

Financial Management Professionals’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 		$27.5K Hold
663
– – ﹤0.01% 379
2026
Q2 		$28.3K Buy
663
+235
+55% +$8.45K ﹤0.01% 376
2026
Q1 		$13.7K Hold
428
– – ﹤0.01% 481
2025
Q4 		$16.4K Buy
+428
New +$9.39K ﹤0.01% 448

Other funds holding PACS

Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Peterson Wealth Services
Peterson Wealth Services South Ogden, Utah $474M AUM 30.32% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
Jacobsen Capital Management
Jacobsen Capital Management Salt Lake City, Utah $348M AUM 23.71% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return
Yorktown Management & Research Company
Yorktown Management & Research Company Forest, Virginia $150M AUM 39.02% 1-Year Est. Return

Financial Management Professionals's PACS Position: Q3 2026 in Review

Financial Management Professionals held its PACS Group (PACS) position steady in Q3 2026 at 663 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Financial Management Professionals first reported a position in PACS in Q4 2025 and has held it in 4 quarters since. The position peaked at $28.3K in Q2 2026. 49 funds tracked by Wall St. Rank hold PACS as of Q3 2026.

  • Financial Management Professionals held 663 shares of PACS Group worth $27.5K as of Q3 2026.
  • Financial Management Professionals left its PACS Group share count unchanged in Q3 2026.
  • PACS Group made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #379 holding.
  • Financial Management Professionals first reported a position in PACS Group in Q4 2025 and has held it in 4 quarters since.
  • Financial Management Professionals's PACS Group position peaked at $28.3K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held PACS Group as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.