NBC Securities’s Precigen PGEN Stock Holding History

NBC Securities’s Portfolio PGEN Stock Details PGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,015	Closed	-$37.7K	–	2787
2025 Q4	$37.7K	Buy	+9,015	New	+$34.9K	﹤0.01%	1468

Other funds holding PGEN

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OCM

Occam Crest Management Darien, Connecticut $193M AUM 233.09% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

NBC Securities's PGEN Position: Q1 2026 in Review

NBC Securities sold out of Precigen (PGEN) in Q1 2026, closing a stake of 9,015 shares — an estimated $37.7K sold.

NBC Securities first reported a position in PGEN in Q4 2025 and held it in 1 quarter. The position peaked at $37.7K in Q4 2025. 206 funds tracked by Wall St. Rank hold PGEN as of Q1 2026.

NBC Securities reported no remaining Precigen position as of Q1 2026 after selling out during the quarter.
NBC Securities sold 9,015 Precigen shares in Q1 2026, an estimated $37.7K.
NBC Securities first reported a position in Precigen in Q4 2025 and held it in 1 quarter.
NBC Securities's Precigen position peaked at $37.7K in Q4 2025.
206 funds tracked by Wall St. Rank held Precigen as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.