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Rothschild Investment LLC’s PACS Group PACS Stock Holding History

Rothschild Investment LLC’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 		$5.71K Hold
134
– – ﹤0.01% 2202
2026
Q1 		$4.3K Hold
134
– – ﹤0.01% 2136
2025
Q4 		$5.14K Buy
134
+4
+3% +$88 ﹤0.01% 1864
2025
Q3 		$1.78K Buy
130
+55
+73% +$645 ﹤0.01% 2301
2025
Q2 		$969 Buy
75
+5
+7% +$52 ﹤0.01% 2490
2025
Q1 		$787 Buy
70
+50
+250% +$656 ﹤0.01% 2468
2024
Q4 		$262 Hold
20
– – ﹤0.01% 2732
2024
Q3 		$799 Buy
+20
New +$727 ﹤0.01% 2311

Other funds holding PACS

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rothschild Investment LLC's PACS Position: Q2 2026 in Review

Rothschild Investment LLC held its PACS Group (PACS) position steady in Q2 2026 at 134 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Rothschild Investment LLC first reported a position in PACS in Q3 2024 and has held it in 8 quarters since. 223 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Rothschild Investment LLC held 134 shares of PACS Group worth $5.71K as of Q2 2026.
  • Rothschild Investment LLC left its PACS Group share count unchanged in Q2 2026.
  • PACS Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2202 holding.
  • Rothschild Investment LLC first reported a position in PACS Group in Q3 2024 and has held it in 8 quarters since.
  • 223 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.