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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
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

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's PACS Position: Q2 2026 in Review

Root Financial Partners sold out of PACS Group (PACS) in Q2 2026, closing a stake of 163 shares — an estimated $5.24K sold.

Root Financial Partners first reported a position in PACS in Q3 2025 and held it in 3 quarters. The position peaked at $5.24K in Q1 2026. 239 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Root Financial Partners reported no remaining PACS Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 163 PACS Group shares in Q2 2026, an estimated $5.24K.
  • Root Financial Partners first reported a position in PACS Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's PACS Group position peaked at $5.24K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.