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BFC Planning, Inc.’s Personalis PSNL Stock Holding History

BFC Planning, Inc.’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
Q2 		$2.68K Hold
200
– – ﹤0.01% 2907
2026
Q1 		$1.27K Hold
200
– – ﹤0.01% 2697
2025
Q4 		$1.59K Hold
200
– – ﹤0.01% 2690
2025
Q3 		$1.3K Hold
200
– – ﹤0.01% 2578
2025
Q2 		$1.31K Hold
200
– – ﹤0.01% 2393
2025
Q1 		$702 Buy
+200
New +$950 ﹤0.01% 2488

Other funds holding PSNL

Merck & Co
Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.5B AUM 50.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lightspeed Management Company
Lightspeed Management Company Menlo Park, California $2.4B AUM 7.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deep Track Capital
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Casdin Capital
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

BFC Planning, Inc.'s PSNL Position: Q2 2026 in Review

BFC Planning, Inc. held its Personalis (PSNL) position steady in Q2 2026 at 200 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2907.

BFC Planning, Inc. first reported a position in PSNL in Q1 2025 and has held it in 6 quarters since. 160 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • BFC Planning, Inc. held 200 shares of Personalis worth $2.68K as of Q2 2026.
  • BFC Planning, Inc. left its Personalis share count unchanged in Q2 2026.
  • Personalis made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2907 holding.
  • BFC Planning, Inc. first reported a position in Personalis in Q1 2025 and has held it in 6 quarters since.
  • 160 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.