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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
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 Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Allworth Financial's PSNL Position: Q1 2026 in Review

Allworth Financial increased its Personalis (PSNL) stake by 3.9% in Q1 2026, buying an estimated $25 and bringing the position to 80 shares worth $510. The position accounts for ﹤0.01% of the portfolio, ranked #4727.

Allworth Financial first reported a position in PSNL in Q2 2025 and has held it in 4 quarters since. The position peaked at $613 in Q4 2025. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • Allworth Financial held 80 shares of Personalis worth $510 as of Q1 2026.
  • Allworth Financial bought 3 Personalis shares in Q1 2026, an estimated $25.
  • Personalis made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4727 holding.
  • Allworth Financial first reported a position in Personalis in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's Personalis position peaked at $613 in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.