Toth Financial Advisory
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Toth Financial Advisory’s PACS Group PACS Stock Holding History

Toth Financial 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
Q3 		$62.3K Buy
1,500
+700
+88% +$31K 0.01% 349
2026
Q2 		$34.1K Buy
800
+500
+167% +$18K ﹤0.01% 432
2026
Q1 		$9.6K Hold
300
– – ﹤0.01% 564
2025
Q4 		$11.5K Buy
+300
New +$6.58K ﹤0.01% 532

Other funds holding PACS

Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 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
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Toth Financial Advisory's PACS Position: Q3 2026 in Review

Toth Financial Advisory increased its PACS Group (PACS) stake by 88% in Q3 2026, buying an estimated $31K and bringing the position to 1,500 shares worth $62.3K. The position accounts for 0.01% of the portfolio, ranked #349.

Toth Financial Advisory first reported a position in PACS in Q4 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold PACS as of Q3 2026.

  • Toth Financial Advisory held 1,500 shares of PACS Group worth $62.3K as of Q3 2026.
  • Toth Financial Advisory bought 700 PACS Group shares in Q3 2026, an estimated $31K.
  • PACS Group made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #349 holding.
  • Toth Financial Advisory first reported a position in PACS Group in Q4 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held PACS Group as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.