Keating Financial Advisory Services’s Personalis PSNL Stock Holding History

Keating Financial Advisory Services’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	$1.35K	Buy	101 +1	+1%	+$8	﹤0.01%	2072
2026 Q1	$637	Hold	100	–	–	﹤0.01%	2211
2025 Q4	$796	Buy	+100	New	+$875	﹤0.01%	1863

Other funds holding PSNL

Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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 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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Keating Financial Advisory Services's PSNL Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Personalis (PSNL) stake by 1% in Q2 2026, buying an estimated $8 and bringing the position to 101 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Keating Financial Advisory Services first reported a position in PSNL in Q4 2025 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

Keating Financial Advisory Services held 101 shares of Personalis worth $1.35K as of Q2 2026.
Keating Financial Advisory Services bought 1 Personalis share in Q2 2026, an estimated $8.
Personalis made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2072 holding.
Keating Financial Advisory Services first reported a position in Personalis in Q4 2025 and has held it in 3 quarters since.
158 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.