Private Wealth Partners’s Pacific Biosciences PACB Stock Holding History

Private Wealth Partners’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 Q3	$59.2K	Hold	25,000	–	–	﹤0.01%	177
2026 Q2	$42K	Hold	25,000	–	–	﹤0.01%	183
2026 Q1	$33K	Hold	25,000	–	–	﹤0.01%	169
2025 Q4	$46.8K	Buy	+25,000	New	+$48K	﹤0.01%	169
2024 Q3	–	Sell	-40,000	Closed	-$54.8K	–	174
2024 Q2	$54.8K	Hold	40,000	–	–	﹤0.01%	165
2024 Q1	$150K	Buy	40,000 +30,000	+300%	+$176K	0.01%	160
2023 Q4	$98.1K	Buy	+10,000	New	+$81.8K	0.01%	170

Other funds holding PACB

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Koa Wealth Management Encinitas, California $154M AUM 13.16% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Private Wealth Partners's PACB Position: Q3 2026 in Review

Private Wealth Partners held its Pacific Biosciences (PACB) position steady in Q3 2026 at 25,000 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Private Wealth Partners first reported a position in PACB in Q4 2023 and has held it in 7 quarters since. The position peaked at $150K in Q1 2024. 23 funds tracked by Wall St. Rank hold PACB as of Q3 2026.

Private Wealth Partners held 25,000 shares of Pacific Biosciences worth $59.2K as of Q3 2026.
Private Wealth Partners left its Pacific Biosciences share count unchanged in Q3 2026.
Pacific Biosciences made up ﹤0.01% of Private Wealth Partners's portfolio in Q3 2026, its #177 holding.
Private Wealth Partners first reported a position in Pacific Biosciences in Q4 2023 and has held it in 7 quarters since.
Private Wealth Partners's Pacific Biosciences position peaked at $150K in Q1 2024.
23 funds tracked by Wall St. Rank held Pacific Biosciences as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.