Krilogy Financial
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Krilogy Financial’s Pacific Biosciences PACB Stock Holding History

Krilogy Financial’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
2026
Q3 		– Sell
-11,490
Closed -$19.3K – 1151
2026
Q2 		$19.3K Sell
11,490
-3,854
-25% -$5.6K ﹤0.01% 1059
2026
Q1 		$25K Buy
+15,344
New +$27.4K ﹤0.01% 965

Other funds holding PACB

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Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Koa Wealth Management
Koa Wealth Management Encinitas, California $154M AUM 13.16% 1-Year Est. Return
Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Private Wealth Partners
Private Wealth Partners Mill Valley, California $1.47B AUM 33.05% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Krilogy Financial's PACB Position: Q3 2026 in Review

Krilogy Financial sold out of Pacific Biosciences (PACB) in Q3 2026, closing a stake of 11,490 shares — an estimated $19.3K sold.

Krilogy Financial first reported a position in PACB in Q1 2026 and held it in 2 quarters. The position peaked at $25K in Q1 2026. 23 funds tracked by Wall St. Rank hold PACB as of Q3 2026.

  • Krilogy Financial reported no remaining Pacific Biosciences position as of Q3 2026 after selling out during the quarter.
  • Krilogy Financial sold 11,490 Pacific Biosciences shares in Q3 2026, an estimated $19.3K.
  • Krilogy Financial first reported a position in Pacific Biosciences in Q1 2026 and held it in 2 quarters.
  • Krilogy Financial's Pacific Biosciences position peaked at $25K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Pacific Biosciences as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.