Jones Financial Companies
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Jones Financial Companies’s Personalis PSNL Stock Holding History

Jones Financial Companies’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 		$3.76K Hold
289
– – ﹤0.01% 4231
2026
Q1 		$1.83K Hold
289
– – ﹤0.01% 4175
2025
Q4 		$2.3K Buy
+289
New +$2.53K ﹤0.01% 3784

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MC
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AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LMC
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
DTC
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
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Jones Financial Companies's PSNL Position: Q2 2026 in Review

Jones Financial Companies held its Personalis (PSNL) position steady in Q2 2026 at 289 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #4231.

Jones Financial Companies first reported a position in PSNL in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • Jones Financial Companies held 289 shares of Personalis worth $3.76K as of Q2 2026.
  • Jones Financial Companies left its Personalis share count unchanged in Q2 2026.
  • Personalis made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4231 holding.
  • Jones Financial Companies first reported a position in Personalis in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.