Smith Group Asset Management
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Smith Group Asset Management’s PACS Group PACS Stock Holding History

Smith Group Asset Management’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 		$1.03M Buy
24,680
+320
+1% +$14.2K 0.07% 69
2026
Q2 		$1.04M Buy
24,360
+363
+2% +$13.1K 0.04% 104
2026
Q1 		$771K Buy
+23,997
New +$882K 0.04% 102

Other funds holding PACS

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
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
Jacobsen Capital Management
Jacobsen Capital Management Salt Lake City, Utah $348M AUM 23.71% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return
Yorktown Management & Research Company
Yorktown Management & Research Company Forest, Virginia $150M AUM 39.02% 1-Year Est. Return

Smith Group Asset Management's PACS Position: Q3 2026 in Review

Smith Group Asset Management increased its PACS Group (PACS) stake by 1.3% in Q3 2026, buying an estimated $14.2K and bringing the position to 24,680 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #69.

Smith Group Asset Management first reported a position in PACS in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.04M in Q2 2026. 50 funds tracked by Wall St. Rank hold PACS as of Q3 2026.

  • Smith Group Asset Management held 24,680 shares of PACS Group worth $1.03M as of Q3 2026.
  • Smith Group Asset Management bought 320 PACS Group shares in Q3 2026, an estimated $14.2K.
  • PACS Group made up 0.07% of Smith Group Asset Management's portfolio in Q3 2026, its #69 holding.
  • Smith Group Asset Management first reported a position in PACS Group in Q1 2026 and has held it in 3 quarters since.
  • Smith Group Asset Management's PACS Group position peaked at $1.04M in Q2 2026.
  • 50 funds tracked by Wall St. Rank held PACS Group as of Q3 2026.

Based on Smith Group Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.