Simplicity Wealth’s PACS Group PACS Stock Holding History

Simplicity Wealth’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	$329K	Buy	+7,928	New	+$351K	0.01%	815

Other funds holding PACS

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Simplicity Wealth's PACS Position: Q3 2026 in Review

Simplicity Wealth opened a new position in PACS Group (PACS) in Q3 2026: 7,928 shares worth $329K. The stake represents 0.01% of the portfolio and ranks #815 among its holdings.

36 funds tracked by Wall St. Rank hold PACS as of Q3 2026.

Simplicity Wealth held 7,928 shares of PACS Group worth $329K as of Q3 2026.
PACS Group was a new Simplicity Wealth position in Q3 2026.
PACS Group made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #815 holding.
36 funds tracked by Wall St. Rank held PACS Group as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.