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Mark Sheptoff Financial Planning’s PACS Group PACS Stock Holding History

Mark Sheptoff Financial Planning’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 		$19.2K Hold
450
– – 0.01% 291
2026
Q1 		$14.7K Hold
450
– – 0.01% 306
2025
Q4 		$17.3K Buy
+450
New +$9.87K 0.01% 289

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

Mark Sheptoff Financial Planning's PACS Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its PACS Group (PACS) position steady in Q2 2026 at 450 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #291.

Mark Sheptoff Financial Planning first reported a position in PACS in Q4 2025 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Mark Sheptoff Financial Planning held 450 shares of PACS Group worth $19.2K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its PACS Group share count unchanged in Q2 2026.
  • PACS Group made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #291 holding.
  • Mark Sheptoff Financial Planning first reported a position in PACS Group in Q4 2025 and has held it in 3 quarters since.
  • 239 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.