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Optimize Financial’s Sana Biotechnology SANA Stock Holding History

Optimize Financial’s Portfolio SANA Stock Details SANA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$489K Sell
140,217
-488
-0.3% -$1.57K 0.18% 153
2026
Q1 		$405K Buy
+140,705
New +$554K 0.2% 194
2025
Q1 		– Sell
-42,878
Closed -$69.9K – 281
2024
Q4 		$69.9K Buy
+42,878
New +$128K 0.05% 234

Other funds holding SANA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.54B AUM 86.39% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Optimize Financial's SANA Position: Q2 2026 in Review

Optimize Financial reduced its Sana Biotechnology (SANA) stake by 0.35% in Q2 2026, selling an estimated $1.57K and leaving 140,217 shares worth $489K. The position accounts for 0.18% of the portfolio, ranked #153.

Optimize Financial first reported a position in SANA in Q4 2024 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold SANA as of Q2 2026.

  • Optimize Financial held 140,217 shares of Sana Biotechnology worth $489K as of Q2 2026.
  • Optimize Financial sold 488 Sana Biotechnology shares in Q2 2026, an estimated $1.57K.
  • Sana Biotechnology made up 0.18% of Optimize Financial's portfolio in Q2 2026, its #153 holding.
  • Optimize Financial first reported a position in Sana Biotechnology in Q4 2024 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Sana Biotechnology as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.