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Principal Securities’s Personalis PSNL Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-134
Closed -$874 – 2965
2025
Q3 		$874 Hold
134
– – ﹤0.01% 3436
2025
Q2 		$879 Sell
134
-61
-31% -$283 ﹤0.01% 3372
2025
Q1 		$1.13K Hold
195
– – ﹤0.01% 3180
2024
Q4 		$1.13K Hold
195
– – ﹤0.01% 3173
2024
Q3 		$1.05K Sell
195
-10
-5% -$41 ﹤0.01% 3127
2024
Q2 		$240 Sell
205
-26
-11% -$36 ﹤0.01% 3290
2024
Q1 		$344 Sell
231
-19
-8% -$29 ﹤0.01% 3191
2023
Q4 		$525 Buy
+250
New +$323 ﹤0.01% 3051

Other funds holding PSNL

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Principal Securities's PSNL Position: Q4 2025 in Review

Principal Securities sold out of Personalis (PSNL) in Q4 2025, closing a stake of 134 shares — an estimated $874 sold.

Principal Securities first reported a position in PSNL in Q4 2023 and held it in 8 quarters. The position peaked at $1.13K in Q1 2025. 126 funds tracked by Wall St. Rank hold PSNL as of Q4 2025.

  • Principal Securities reported no remaining Personalis position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 134 Personalis shares in Q4 2025, an estimated $874.
  • Principal Securities first reported a position in Personalis in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Personalis position peaked at $1.13K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Personalis as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.