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
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 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

CAPTRUST Financial Advisors's PSNL Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in Personalis (PSNL) in Q1 2026: 23,533 shares worth $150K. The stake represents ﹤0.01% of the portfolio and ranks #2743 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in PSNL as recently as Q1 2022.

CAPTRUST Financial Advisors first reported a position in PSNL in Q1 2021 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • CAPTRUST Financial Advisors held 23,533 shares of Personalis worth $150K as of Q1 2026.
  • Personalis was a new CAPTRUST Financial Advisors position in Q1 2026.
  • Personalis made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2743 holding.
  • CAPTRUST Financial Advisors first reported a position in Personalis in Q1 2021 and has held it in 6 quarters since.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

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