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SVB Wealth’s PACS Group PACS Stock Holding History

SVB 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
2025
Q2 		– Sell
-116
Closed -$1.3K – 1680
2025
Q1 		$1.3K Buy
+116
New +$1.52K ﹤0.01% 1313

Other funds holding PACS

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's PACS Position: Q2 2025 in Review

SVB Wealth sold out of PACS Group (PACS) in Q2 2025, closing a stake of 116 shares — an estimated $1.3K sold.

SVB Wealth first reported a position in PACS in Q1 2025 and held it in 1 quarter. The position peaked at $1.3K in Q1 2025. 148 funds tracked by Wall St. Rank hold PACS as of Q2 2025.

  • SVB Wealth reported no remaining PACS Group position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 116 PACS Group shares in Q2 2025, an estimated $1.3K.
  • SVB Wealth first reported a position in PACS Group in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's PACS Group position peaked at $1.3K in Q1 2025.
  • 148 funds tracked by Wall St. Rank held PACS Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.