Physician Wealth Advisors’s Pacific Biosciences PACB Stock Holding History

Physician Wealth Advisors’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	$1.54K	Hold	917	–	–	﹤0.01%	1620
2026 Q1	$1.21K	Hold	917	–	–	﹤0.01%	1569
2025 Q4	$1.72K	Hold	917	–	–	﹤0.01%	1358
2025 Q3	$1.17K	Hold	917	–	–	﹤0.01%	1481
2025 Q2	$1.14K	Buy	+917	New	+$1.06K	﹤0.01%	1315

Other funds holding PACB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

BLAM

Bourne Lent Asset Management Pawling, New York $289M AUM 30.86% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KWM

Koa Wealth Management Encinitas, California $147M AUM 18.41% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Physician Wealth Advisors's PACB Position: Q2 2026 in Review

Physician Wealth Advisors held its Pacific Biosciences (PACB) position steady in Q2 2026 at 917 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Physician Wealth Advisors first reported a position in PACB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.72K in Q4 2025. 53 funds tracked by Wall St. Rank hold PACB as of Q2 2026.

Physician Wealth Advisors held 917 shares of Pacific Biosciences worth $1.54K as of Q2 2026.
Physician Wealth Advisors left its Pacific Biosciences share count unchanged in Q2 2026.
Pacific Biosciences made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1620 holding.
Physician Wealth Advisors first reported a position in Pacific Biosciences in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Pacific Biosciences position peaked at $1.72K in Q4 2025.
53 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.