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Steward Partners Investment Advisory’s PACS Group PACS Stock Holding History

Steward Partners Investment Advisory’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 		$298 Buy
+7
New +$252 ﹤0.01% 4499
2026
Q1 		– Sell
-110
Closed -$4.22K – 4583
2025
Q4 		$4.22K Sell
110
-390
-78% -$8.55K ﹤0.01% 3740
2025
Q3 		$6.87K Sell
500
-500
-50% -$5.87K ﹤0.01% 3547
2025
Q2 		$12.9K Hold
1,000
– – ﹤0.01% 3098
2025
Q1 		$11.2K Hold
1,000
– – ﹤0.01% 3037
2024
Q4 		$13.1K Buy
+1,000
New +$25.7K ﹤0.01% 2983

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

Steward Partners Investment Advisory's PACS Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in PACS Group (PACS) in Q2 2026: 7 shares worth $298. The stake represents ﹤0.01% of the portfolio and ranks #4499 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in PACS as recently as Q4 2025.

Steward Partners Investment Advisory first reported a position in PACS in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.1K in Q4 2024. 223 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Steward Partners Investment Advisory held 7 shares of PACS Group worth $298 as of Q2 2026.
  • PACS Group was a new Steward Partners Investment Advisory position in Q2 2026.
  • PACS Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4499 holding.
  • Steward Partners Investment Advisory first reported a position in PACS Group in Q4 2024 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's PACS Group position peaked at $13.1K in Q4 2024.
  • 223 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.