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Root Financial Partners’s PACS Group PACS Stock Holding History

Root Financial Partners’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
Q1 		$5.24K Buy
163
+143
+715% +$5.26K ﹤0.01% 1936
2025
Q4 		$768 Buy
20
+2
+11% +$44 ﹤0.01% 2150
2025
Q3 		$247 Buy
+18
New +$211 ﹤0.01% 2201

Other funds holding PACS

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's PACS Position: Q1 2026 in Review

Root Financial Partners increased its PACS Group (PACS) stake by 715% in Q1 2026, buying an estimated $5.26K and bringing the position to 163 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Root Financial Partners first reported a position in PACS in Q3 2025 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold PACS as of Q1 2026.

  • Root Financial Partners held 163 shares of PACS Group worth $5.24K as of Q1 2026.
  • Root Financial Partners bought 143 PACS Group shares in Q1 2026, an estimated $5.26K.
  • PACS Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1936 holding.
  • Root Financial Partners first reported a position in PACS Group in Q3 2025 and has held it in 3 quarters since.
  • 215 funds tracked by Wall St. Rank held PACS Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.