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Allworth Financial’s Personalis PSNL Stock Holding History

Allworth Financial’s Portfolio PSNL Stock Details PSNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.59K Buy
193
+113
+141% +$920 ﹤0.01% 4406
2026
Q1 		$510 Buy
80
+3
+4% +$25 ﹤0.01% 4727
2025
Q4 		$613 Buy
77
+67
+670% +$586 ﹤0.01% 4483
2025
Q3 		$66 Sell
10
-55
-85% -$313 ﹤0.01% 4722
2025
Q2 		$427 Buy
+65
New +$302 ﹤0.01% 4177

Other funds holding PSNL

MC
Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return
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
LMC
Lightspeed Management Company Menlo Park, California $2.4B AUM 7.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Allworth Financial's PSNL Position: Q2 2026 in Review

Allworth Financial increased its Personalis (PSNL) stake by 141% in Q2 2026, buying an estimated $920 and bringing the position to 193 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #4406.

Allworth Financial first reported a position in PSNL in Q2 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • Allworth Financial held 193 shares of Personalis worth $2.59K as of Q2 2026.
  • Allworth Financial bought 113 Personalis shares in Q2 2026, an estimated $920.
  • Personalis made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4406 holding.
  • Allworth Financial first reported a position in Personalis in Q2 2025 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.