Peterson Wealth Services’s PACS Group PACS Stock Holding History

Peterson Wealth Services’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 Q3	$2.18M	Buy	52,517 +1,513	+3%	+$66.9K	0.46%	49
2026 Q2	$2.17M	Sell	51,004 -2,668	-5%	-$95.9K	0.47%	54
2026 Q1	$1.72M	Buy	53,672 +854	+2%	+$31.4K	0.43%	54
2025 Q4	$2.03M	Sell	52,818 -31,210	-37%	-$685K	0.52%	46
2025 Q3	$782K	Buy	84,028 +30,701	+58%	+$360K	0.19%	77
2025 Q2	$689K	Buy	53,327 +2,167	+4%	+$22.5K	0.19%	81
2025 Q1	$575K	Buy	51,160 +13,912	+37%	+$183K	0.18%	80
2024 Q4	$488K	Buy	+37,248	New	+$956K	0.15%	91

Other funds holding PACS

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

Jacobsen Capital Management Salt Lake City, Utah $348M AUM 23.71% 1-Year Est. Return

Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

Peterson Wealth Services's PACS Position: Q3 2026 in Review

Peterson Wealth Services increased its PACS Group (PACS) stake by 3% in Q3 2026, buying an estimated $66.9K and bringing the position to 52,517 shares worth $2.18M. The position accounts for 0.46% of the portfolio, ranked #49.

Peterson Wealth Services first reported a position in PACS in Q4 2024 and has held it in 8 quarters since. 60 funds tracked by Wall St. Rank hold PACS as of Q3 2026.

Peterson Wealth Services held 52,517 shares of PACS Group worth $2.18M as of Q3 2026.
Peterson Wealth Services bought 1,513 PACS Group shares in Q3 2026, an estimated $66.9K.
PACS Group made up 0.46% of Peterson Wealth Services's portfolio in Q3 2026, its #49 holding.
Peterson Wealth Services first reported a position in PACS Group in Q4 2024 and has held it in 8 quarters since.
60 funds tracked by Wall St. Rank held PACS Group as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.