Raymond James Financial
PSNL icon

Raymond James Financial’s Personalis PSNL Stock Holding History

Raymond James Financial’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
Q1 		$81.5K Buy
12,800
+1,200
+10% +$10.1K ﹤0.01% 5074
2025
Q4 		$92.3K Hold
11,600
– – ﹤0.01% 4943
2025
Q3 		$75.6K Buy
11,600
+1,000
+9% +$5.69K ﹤0.01% 4784
2025
Q2 		$69.5K Hold
10,600
– – ﹤0.01% 5042
2025
Q1 		$37.2K Sell
10,600
-500
-5% -$2.38K ﹤0.01% 4663
2024
Q4 		$64.2K Buy
+11,100
New +$51.2K ﹤0.01% 4580

Other funds holding PSNL

MC
Merck & Co Kenilworth, New Jersey $526M AUM 175.27% 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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Raymond James Financial's PSNL Position: Q1 2026 in Review

Raymond James Financial increased its Personalis (PSNL) stake by 10% in Q1 2026, buying an estimated $10.1K and bringing the position to 12,800 shares worth $81.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5074.

Raymond James Financial first reported a position in PSNL in Q4 2024 and has held it in 6 quarters since. The position peaked at $92.3K in Q4 2025. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • Raymond James Financial held 12,800 shares of Personalis worth $81.5K as of Q1 2026.
  • Raymond James Financial bought 1,200 Personalis shares in Q1 2026, an estimated $10.1K.
  • Personalis made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #5074 holding.
  • Raymond James Financial first reported a position in Personalis in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Personalis position peaked at $92.3K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.