Root Financial Partners
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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
Q3 		$22.6K Buy
+545
New +$24.1K ﹤0.01% 1482
2026
Q2 		– Sell
-163
Closed -$5.24K – 3299
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Peterson Wealth Services
Peterson Wealth Services South Ogden, Utah $474M AUM 30.32% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Root Financial Partners's PACS Position: Q3 2026 in Review

Root Financial Partners opened a new position in PACS Group (PACS) in Q3 2026: 545 shares worth $22.6K. The stake represents ﹤0.01% of the portfolio and ranks #1482 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PACS as recently as Q1 2026.

Root Financial Partners first reported a position in PACS in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold PACS as of Q3 2026.

  • Root Financial Partners held 545 shares of PACS Group worth $22.6K as of Q3 2026.
  • PACS Group was a new Root Financial Partners position in Q3 2026.
  • PACS Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1482 holding.
  • Root Financial Partners first reported a position in PACS Group in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held PACS Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.