CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Personalis PSNL Stock Holding History

CAPTRUST Financial Advisors’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 		$343K Buy
25,591
+2,058
+9% +$16.8K ﹤0.01% 2478
2026
Q1 		$150K Buy
+23,533
New +$199K ﹤0.01% 2743
2022
Q2 		– Sell
-80
Closed -$1K – 5088
2022
Q1 		$1K Hold
80
– – ﹤0.01% 4733
2021
Q4 		$1K Hold
80
– – ﹤0.01% 4618
2021
Q3 		$2K Sell
80
-126
-61% -$2.63K ﹤0.01% 4291
2021
Q2 		$5K Buy
206
+126
+158% +$2.88K ﹤0.01% 3871
2021
Q1 		$2K Buy
+80
New +$2.74K ﹤0.01% 4068

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

CAPTRUST Financial Advisors's PSNL Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Personalis (PSNL) stake by 8.7% in Q2 2026, buying an estimated $16.8K and bringing the position to 25,591 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

CAPTRUST Financial Advisors first reported a position in PSNL in Q1 2021 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • CAPTRUST Financial Advisors held 25,591 shares of Personalis worth $343K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,058 Personalis shares in Q2 2026, an estimated $16.8K.
  • Personalis made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2478 holding.
  • CAPTRUST Financial Advisors first reported a position in Personalis in Q1 2021 and has held it in 7 quarters since.
  • 159 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.