Jones Financial Companies
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Jones Financial Companies’s PACS Group PACS Stock Holding History

Jones Financial Companies’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 		$59K Buy
1,409
+136
+11% +$4.89K ﹤0.01% 3053
2026
Q1 		$38.9K Hold
1,273
– – ﹤0.01% 3037
2025
Q4 		$48.9K Buy
1,273
+895
+237% +$19.6K ﹤0.01% 2538
2025
Q3 		$5.28K Hold
378
– – ﹤0.01% 3346
2025
Q2 		$4.91K Hold
378
– – ﹤0.01% 3136
2025
Q1 		$4.12K Buy
+378
New +$4.96K ﹤0.01% 3013

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

Jones Financial Companies's PACS Position: Q2 2026 in Review

Jones Financial Companies increased its PACS Group (PACS) stake by 11% in Q2 2026, buying an estimated $4.89K and bringing the position to 1,409 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #3053.

Jones Financial Companies first reported a position in PACS in Q1 2025 and has held it in 6 quarters since. 239 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Jones Financial Companies held 1,409 shares of PACS Group worth $59K as of Q2 2026.
  • Jones Financial Companies bought 136 PACS Group shares in Q2 2026, an estimated $4.89K.
  • PACS Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3053 holding.
  • Jones Financial Companies first reported a position in PACS Group in Q1 2025 and has held it in 6 quarters since.
  • 239 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.