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
Q2 		$909K Buy
434,983
+358,983
+472% +$707K ﹤0.01% 3032
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

SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
BGI
B Group Inc Dallas, Texas $213M AUM 96.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Charles Schwab's PALI Position: Q2 2026 in Review

Charles Schwab increased its Palisade Bio (PALI) stake by 472% in Q2 2026, buying an estimated $707K and bringing the position to 434,983 shares worth $909K. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

Charles Schwab first reported a position in PALI in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold PALI as of Q2 2026.

  • Charles Schwab held 434,983 shares of Palisade Bio worth $909K as of Q2 2026.
  • Charles Schwab bought 358,983 Palisade Bio shares in Q2 2026, an estimated $707K.
  • Palisade Bio made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3032 holding.
  • Charles Schwab first reported a position in Palisade Bio in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Palisade Bio as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.