Rockefeller Capital Management
PSNL icon

Rockefeller Capital Management’s Personalis PSNL Stock Holding History

Rockefeller Capital Management’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 		– Sell
-36
Closed -$287 – 4842
2025
Q4 		$287 Sell
36
-664
-95% -$5.81K ﹤0.01% 4572
2025
Q3 		$4.56K Buy
+700
New +$3.98K ﹤0.01% 3893

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AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Ameriprise
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BlackRock
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T. Rowe Price Investment Management
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Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Rockefeller Capital Management's PSNL Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Personalis (PSNL) in Q1 2026, closing a stake of 36 shares — an estimated $287 sold.

Rockefeller Capital Management first reported a position in PSNL in Q3 2025 and held it in 2 quarters. The position peaked at $4.56K in Q3 2025. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Personalis position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 36 Personalis shares in Q1 2026, an estimated $287.
  • Rockefeller Capital Management first reported a position in Personalis in Q3 2025 and held it in 2 quarters.
  • Rockefeller Capital Management's Personalis position peaked at $4.56K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.