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Merit Financial Group’s Pacific Biosciences PACB Stock Holding History

Merit Financial Group’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
Q2 		$18.5K Sell
11,005
-4,562
-29% -$6.63K ﹤0.01% 2332
2026
Q1 		$20.5K Buy
+15,567
New +$27.8K ﹤0.01% 2097

Other funds holding PACB

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Merit Financial Group's PACB Position: Q2 2026 in Review

Merit Financial Group reduced its Pacific Biosciences (PACB) stake by 29% in Q2 2026, selling an estimated $6.63K and leaving 11,005 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

Merit Financial Group first reported a position in PACB in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.5K in Q1 2026. 11 funds tracked by Wall St. Rank hold PACB as of Q2 2026.

  • Merit Financial Group held 11,005 shares of Pacific Biosciences worth $18.5K as of Q2 2026.
  • Merit Financial Group sold 4,562 Pacific Biosciences shares in Q2 2026, an estimated $6.63K.
  • Pacific Biosciences made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2332 holding.
  • Merit Financial Group first reported a position in Pacific Biosciences in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Pacific Biosciences position peaked at $20.5K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.