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Pacific Capital Wealth Advisors’s PACS Group PACS Stock Holding History

Pacific Capital Wealth Advisors’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 		$877K Hold
20,560
– – 0.13% 47
2026
Q1 		$660K Hold
20,560
– – 0.11% 49
2025
Q4 		$789K Hold
20,560
– – 0.14% 44
2025
Q3 		$282K Hold
20,560
– – 0.05% 67
2025
Q2 		$257K Hold
20,560
– – 0.05% 71
2025
Q1 		$231K Hold
20,560
– – 0.04% 78
2024
Q4 		$270K Hold
20,560
– – 0.05% 67
2024
Q3 		$822K Hold
20,560
– – 0.14% 45
2024
Q2 		$607K Buy
+20,560
New +$560K 0.11% 43

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

Pacific Capital Wealth Advisors's PACS Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its PACS Group (PACS) position steady in Q2 2026 at 20,560 shares worth $877K. The position accounts for 0.13% of the portfolio, ranked #47.

Pacific Capital Wealth Advisors first reported a position in PACS in Q2 2024 and has held it in 9 quarters since. 240 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Pacific Capital Wealth Advisors held 20,560 shares of PACS Group worth $877K as of Q2 2026.
  • Pacific Capital Wealth Advisors left its PACS Group share count unchanged in Q2 2026.
  • PACS Group made up 0.13% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Pacific Capital Wealth Advisors first reported a position in PACS Group in Q2 2024 and has held it in 9 quarters since.
  • 240 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.