Essential Partners’s Personalis PSNL Stock Holding History

Essential Partners’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 Q3	$228	Buy	+14	New	+$211	﹤0.01%	2571

Other funds holding PSNL

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Essential Partners's PSNL Position: Q3 2026 in Review

Essential Partners opened a new position in Personalis (PSNL) in Q3 2026: 14 shares worth $228. The stake represents ﹤0.01% of the portfolio and ranks #2571 among its holdings.

14 funds tracked by Wall St. Rank hold PSNL as of Q3 2026.

Essential Partners held 14 shares of Personalis worth $228 as of Q3 2026.
Personalis was a new Essential Partners position in Q3 2026.
Personalis made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2571 holding.
14 funds tracked by Wall St. Rank held Personalis as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.