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Jefferies Financial Group’s Personalis PSNL Stock Holding History

Jefferies Financial Group’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
2025
Q2 		– Sell
-39,600
Closed -$139K – 1711
2025
Q1 		$139K Hold
39,600
– – ﹤0.01% 1437
2024
Q4 		$229K Buy
39,600
+20,200
+104% +$93.2K ﹤0.01% 1352
2024
Q3 		$104K Buy
+19,400
New +$79.9K ﹤0.01% 1290

Other funds holding PSNL

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
BWLSA
Blue Water Life Science Advisors Larkspur, California $125M AUM 91.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jefferies Financial Group's PSNL Position: Q2 2025 in Review

Jefferies Financial Group sold out of Personalis (PSNL) in Q2 2025, closing a stake of 39,600 shares — an estimated $139K sold.

Jefferies Financial Group first reported a position in PSNL in Q3 2024 and held it in 3 quarters. The position peaked at $229K in Q4 2024. 105 funds tracked by Wall St. Rank hold PSNL as of Q2 2025.

  • Jefferies Financial Group reported no remaining Personalis position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 39,600 Personalis shares in Q2 2025, an estimated $139K.
  • Jefferies Financial Group first reported a position in Personalis in Q3 2024 and held it in 3 quarters.
  • Jefferies Financial Group's Personalis position peaked at $229K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Personalis as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.