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United Financial Planning Group’s Pacific Biosciences PACB Stock Holding History

United Financial Planning Group’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-250
Closed -$468 – 570
2025
Q4 		$468 Buy
+250
New +$480 ﹤0.01% 401

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 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 $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

United Financial Planning Group's PACB Position: Q1 2026 in Review

United Financial Planning Group sold out of Pacific Biosciences (PACB) in Q1 2026, closing a stake of 250 shares — an estimated $468 sold.

United Financial Planning Group first reported a position in PACB in Q4 2025 and held it in 1 quarter. The position peaked at $468 in Q4 2025. 231 funds tracked by Wall St. Rank hold PACB as of Q1 2026.

  • United Financial Planning Group reported no remaining Pacific Biosciences position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 250 Pacific Biosciences shares in Q1 2026, an estimated $468.
  • United Financial Planning Group first reported a position in Pacific Biosciences in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Pacific Biosciences position peaked at $468 in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Pacific Biosciences as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.