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Essential Planning’s Psyence Biomedical PBM Stock Holding History

Essential Planning’s Portfolio PBM Stock Details PBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,471
Closed -$163K – 312
2024
Q4 		$163K Buy
+1,471
New +$350K ﹤0.01% 308

Other funds holding PBM

SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essential Planning's PBM Position: Q1 2025 in Review

Essential Planning sold out of Psyence Biomedical (PBM) in Q1 2025, closing a stake of 1,471 shares — an estimated $163K sold.

Essential Planning first reported a position in PBM in Q4 2024 and held it in 1 quarter. The position peaked at $163K in Q4 2024. 8 funds tracked by Wall St. Rank hold PBM as of Q1 2025.

  • Essential Planning reported no remaining Psyence Biomedical position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 1,471 Psyence Biomedical shares in Q1 2025, an estimated $163K.
  • Essential Planning first reported a position in Psyence Biomedical in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Psyence Biomedical position peaked at $163K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Psyence Biomedical as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.