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LRI Investments’s PACS Group PACS Stock Holding History

LRI Investments’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 		$171 Buy
+4
New +$144 ﹤0.01% 1768

Other funds holding PACS

CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PWS
Peterson Wealth Services South Ogden, Utah $459M AUM 42.99% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
JCM
Jacobsen Capital Management Salt Lake City, Utah $342M AUM 31.45% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

LRI Investments's PACS Position: Q2 2026 in Review

LRI Investments opened a new position in PACS Group (PACS) in Q2 2026: 4 shares worth $171. The stake represents ﹤0.01% of the portfolio and ranks #1768 among its holdings.

53 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • LRI Investments held 4 shares of PACS Group worth $171 as of Q2 2026.
  • PACS Group was a new LRI Investments position in Q2 2026.
  • PACS Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1768 holding.
  • 53 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.