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IFP Advisors’s Pacific Biosciences PACB Stock Holding History

IFP Advisors’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,000
Closed -$4K – 4090
2016
Q4 		$4K Sell
1,000
-13,100
-93% -$95.2K ﹤0.01% 3414
2016
Q3 		$126K Buy
14,100
+10,400
+281% +$86.9K 0.01% 1242
2016
Q2 		$26K Buy
+3,700
New +$33.8K ﹤0.01% 2176
2016
Q1 		– Sell
-4,800
Closed -$63K – 3095
2015
Q4 		$63K Buy
+4,800
New +$43.1K ﹤0.01% 1461

Other funds holding PACB

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
KWM
Koa Wealth Management Encinitas, California $147M AUM 18.41% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

IFP Advisors's PACB Position: Q2 2026 in Review

IFP Advisors reduced its Pacific Biosciences (PACB) stake by 46% in Q2 2026, selling an estimated $23.4K and leaving 18,609 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

IFP Advisors first reported a position in PACB in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.06M in Q3 2016. 31 funds tracked by Wall St. Rank hold PACB as of Q2 2026.

  • IFP Advisors held 18,609 shares of Pacific Biosciences worth $31.3K as of Q2 2026.
  • IFP Advisors sold 16,097 Pacific Biosciences shares in Q2 2026, an estimated $23.4K.
  • Pacific Biosciences made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2695 holding.
  • IFP Advisors first reported a position in Pacific Biosciences in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Pacific Biosciences position peaked at $1.06M in Q3 2016.
  • 31 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.