Charles Schwab
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Charles Schwab’s Palisade Bio PALI Stock Holding History

Charles Schwab’s Portfolio PALI Stock Details PALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$133K Buy
+76,000
New +$138K ﹤0.01% 3350
2015
Q2 		– Hold
0
– -$192K – 3113
2015
Q1 		– Hold
0
– – – 2956
2014
Q4 		– Hold
0
– – – 2878
2014
Q3 		– Hold
0
– – – 2753
2014
Q2 		– Hold
0
– – – 2695

Other funds holding PALI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BGI
B Group Inc Dallas, Texas $135M AUM 80% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Charles Schwab's PALI Position: Q1 2026 in Review

Charles Schwab opened a new position in Palisade Bio (PALI) in Q1 2026: 76,000 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #3350 among its holdings.

96 funds tracked by Wall St. Rank hold PALI as of Q1 2026.

  • Charles Schwab held 76,000 shares of Palisade Bio worth $133K as of Q1 2026.
  • Palisade Bio was a new Charles Schwab position in Q1 2026.
  • Palisade Bio made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3350 holding.
  • 96 funds tracked by Wall St. Rank held Palisade Bio as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.