PACIFIC BIOSCIENCES OF CALIFORNIA, INC. (PACB) — Institutional Holders, Q2 2026 (page 3)
224 institutional investment managers reported a PACB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $320.8M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 224. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PACB 13F holders ranked 201–224 of 224
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | True Wealth Design#201 · 365 sh | 365 | $614.00 | — | +35.2% |
| 202 | ROTHSCHILD INVESTMENT#202 · 323 sh | 323 | $543.00 | 0.00% | -60.6% |
| 203 | Ameritas Advisory Services#203 · 308 sh | 308 | $517.00 | 0.00% | New |
| 204 | Farther Finance Advisors#204 · 274 sh | 274 | $461.00 | — | -82.4% |
| 205 | Global Retirement Partners#205 · 263 sh | 263 | $442.00 | 0.00% | — |
| 206 | US BANCORP \DE\#206 · 250 sh | 250 | $420.00 | 0.00% | -17.5% |
| 207 | VSM Wealth Advisory#207 · 241 sh | 241 | $405.00 | <0.01% | 0.0% |
| 208 | Cassaday & Wealth Management#208 · 200 sh | 200 | $336.00 | 0.00% | -47.4% |
| 209 | HARBOUR INVESTMENTS#209 · 182 sh | 182 | $306.00 | 0.00% | +31.9% |
| 210 | LRI Investments#210 · 170 sh | 170 | $286.00 | 0.00% | 0.0% |
| 211 | Clearstead Advisors#211 · 104 sh | 104 | $175.00 | 0.00% | New |
| 212 | Medallion Wealth Advisors#212 · 100 sh | 100 | $168.00 | <0.01% | 0.0% |
| 213 | C M BIDWELL & ASSOCIATES LTD#213 · 96 sh | 96 | $161.00 | <0.01% | 0.0% |
| 214 | Transamerica Financial Advisors#214 · 95 sh | 95 | $159.00 | 0.00% | +126.2% |
| 215 | Gen-Wealth Partners#215 · 70 sh | 70 | $118.00 | 0.00% | 0.0% |
| 216 | JPL Wealth Management#216 · 40 sh | 40 | $68.00 | 0.00% | 0.0% |
| 217 | PNC FINANCIAL SERVICES GROUP#217 · 23 sh | 23 | $39.00 | 0.00% | 0.0% |
| 218 | Nalls Sherbakoff Group#218 · 16 sh | 16 | $27.00 | 0.00% | 0.0% |
| 219 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#219 · 10 sh | 10 | $17.00 | 0.00% | -96.4% |
| 220 | Union Bankshares#220 · 5 sh | 5 | $8.00 | 0.00% | 0.0% |
| 221 | HANTZ FINANCIAL SERVICES#221 · 4 sh | 4 | $0.00 | 0.00% | 0.0% |
| 222 | Avion Wealth#222 · 435 sh | 435 | $0.00 | 0.00% | New |
| 223 | Covestor Ltd#223 · 147 sh | 147 | $0.00 | 0.00% | +241.9% |
| 224 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#224 · 3,867 sh | 3,867 | — | — | -74.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.