Position in PACS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$876,678
+$216,291 QoQ
Shares Held
20,560
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#98
of 239 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PACS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Pacific Capital Wealth Advisors, Inc. holds $1,156,574 across 2 Medical Care Facilities names. PACS ranks #1 (75.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PACS |
PACS Group, Inc.
This page
|
20,560 | $876,678 | |
| 2 | PNTG |
Pennant Group, Inc.
|
7,575 | $279,896 |
All Filings in PACS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,678 | 20,560 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $660,387 | 20,560 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $789,298 | 20,560 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $282,288 | 20,560 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $265,635 | 20,560 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $231,094 | 20,560 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $269,541 | 20,560 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $821,783 | 20,560 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $606,520 | 20,560 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||