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BFC Planning, Inc.’s PACS Group PACS Stock Holding History

BFC Planning, Inc.’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 		$810 Hold
19
– – ﹤0.01% 3186
2026
Q1 		$611 Buy
19
+13
+217% +$478 ﹤0.01% 2823
2025
Q4 		$230 Hold
6
– – ﹤0.01% 3021
2025
Q3 		$82 Hold
6
– – ﹤0.01% 2851
2025
Q2 		$78 Hold
6
– – ﹤0.01% 2632
2025
Q1 		$67 Hold
6
– – ﹤0.01% 2618
2024
Q4 		$79 Buy
+6
New +$154 ﹤0.01% 2549

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 $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Crewe Advisors
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 $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s PACS Position: Q2 2026 in Review

BFC Planning, Inc. held its PACS Group (PACS) position steady in Q2 2026 at 19 shares worth $810. The position accounts for ﹤0.01% of the portfolio, ranked #3186.

BFC Planning, Inc. first reported a position in PACS in Q4 2024 and has held it in 7 quarters since. 241 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • BFC Planning, Inc. held 19 shares of PACS Group worth $810 as of Q2 2026.
  • BFC Planning, Inc. left its PACS Group share count unchanged in Q2 2026.
  • PACS Group made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3186 holding.
  • BFC Planning, Inc. first reported a position in PACS Group in Q4 2024 and has held it in 7 quarters since.
  • 241 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.