LWL
PFSA

Leo Wealth LLC’s Profusa Inc PFSA Stock Holding History

Leo Wealth LLC’s Portfolio PFSA Stock Details PFSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20
Closed -$15.6K – 482
2025
Q4 		$15.6K Hold
20
– – ﹤0.01% 419
2025
Q3 		$44.3K Buy
+20
New +$86.9K 0.01% 285

Other funds holding PFSA

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Leo Wealth LLC's PFSA Position: Q1 2026 in Review

Leo Wealth LLC sold out of Profusa Inc (PFSA) in Q1 2026, closing a stake of 20 shares — an estimated $15.6K sold.

Leo Wealth LLC first reported a position in PFSA in Q3 2025 and held it in 2 quarters. The position peaked at $44.3K in Q3 2025. 8 funds tracked by Wall St. Rank hold PFSA as of Q1 2026.

  • Leo Wealth LLC reported no remaining Profusa Inc position as of Q1 2026 after selling out during the quarter.
  • Leo Wealth LLC sold 20 Profusa Inc shares in Q1 2026, an estimated $15.6K.
  • Leo Wealth LLC first reported a position in Profusa Inc in Q3 2025 and held it in 2 quarters.
  • Leo Wealth LLC's Profusa Inc position peaked at $44.3K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Profusa Inc as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.