MTC
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Matrix Trust Company’s PACS Group PACS Stock Holding History

Matrix Trust Company’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 		– Sell
-371
Closed -$12K – 186
2026
Q1 		$12K Buy
+371
New +$13.6K ﹤0.01% 163

Other funds holding PACS

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Matrix Trust Company's PACS Position: Q2 2026 in Review

Matrix Trust Company sold out of PACS Group (PACS) in Q2 2026, closing a stake of 371 shares — an estimated $12K sold.

Matrix Trust Company first reported a position in PACS in Q1 2026 and held it in 1 quarter. The position peaked at $12K in Q1 2026. 19 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Matrix Trust Company reported no remaining PACS Group position as of Q2 2026 after selling out during the quarter.
  • Matrix Trust Company sold 371 PACS Group shares in Q2 2026, an estimated $12K.
  • Matrix Trust Company first reported a position in PACS Group in Q1 2026 and held it in 1 quarter.
  • Matrix Trust Company's PACS Group position peaked at $12K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.