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Jacobsen Capital Management’s PACS Group PACS Stock Holding History

Jacobsen Capital Management’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 		$736K Sell
17,258
-870
-5% -$31.3K 0.22% 45
2026
Q1 		$582K Buy
18,128
+294
+2% +$10.8K 0.2% 49
2025
Q4 		$685K Hold
17,834
– – 0.22% 43
2025
Q3 		$245K Buy
17,834
+3,141
+21% +$36.9K 0.08% 98
2025
Q2 		$190K Buy
+14,693
New +$153K 0.07% 116

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CA
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 $552B AUM 44.19% 1-Year Est. Return

Jacobsen Capital Management's PACS Position: Q2 2026 in Review

Jacobsen Capital Management reduced its PACS Group (PACS) stake by 4.8% in Q2 2026, selling an estimated $31.3K and leaving 17,258 shares worth $736K. The position accounts for 0.22% of the portfolio, ranked #45.

Jacobsen Capital Management first reported a position in PACS in Q2 2025 and has held it in 5 quarters since. 239 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Jacobsen Capital Management held 17,258 shares of PACS Group worth $736K as of Q2 2026.
  • Jacobsen Capital Management sold 870 PACS Group shares in Q2 2026, an estimated $31.3K.
  • PACS Group made up 0.22% of Jacobsen Capital Management's portfolio in Q2 2026, its #45 holding.
  • Jacobsen Capital Management first reported a position in PACS Group in Q2 2025 and has held it in 5 quarters since.
  • 239 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.