JFS Wealth Advisors
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JFS Wealth Advisors’s PACS Group PACS Stock Holding History

JFS 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
Q3 		$2.2K Buy
53
+16
+43% +$708 ﹤0.01% 1572
2026
Q2 		$1.58K Buy
37
+6
+19% +$216 ﹤0.01% 1681
2026
Q1 		$996 Buy
+31
New +$1.14K ﹤0.01% 1673

Other funds holding PACS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JFS Wealth Advisors's PACS Position: Q3 2026 in Review

JFS Wealth Advisors increased its PACS Group (PACS) stake by 43% in Q3 2026, buying an estimated $708 and bringing the position to 53 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

JFS Wealth Advisors first reported a position in PACS in Q1 2026 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold PACS as of Q3 2026.

  • JFS Wealth Advisors held 53 shares of PACS Group worth $2.2K as of Q3 2026.
  • JFS Wealth Advisors bought 16 PACS Group shares in Q3 2026, an estimated $708.
  • PACS Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1572 holding.
  • JFS Wealth Advisors first reported a position in PACS Group in Q1 2026 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held PACS Group as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.