SBI Securities’s Personalis PSNL Stock Holding History

SBI 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
2026 Q3	$374	Buy	23 +10	+77%	+$151	﹤0.01%	3207
2026 Q2	$174	Sell	13 -149	-92%	-$1.21K	﹤0.01%	3365
2026 Q1	$1.03K	Sell	162 -25	-13%	-$211	﹤0.01%	2644
2025 Q4	$1.49K	Buy	187 +46	+33%	+$402	﹤0.01%	2501
2025 Q3	$919	Buy	141 +75	+114%	+$427	﹤0.01%	2725
2025 Q2	$433	Sell	66 -143	-68%	-$664	﹤0.01%	3024
2025 Q1	$734	Buy	209 +131	+168%	+$623	﹤0.01%	2718
2024 Q4	$451	Buy	+78	New	+$360	﹤0.01%	2933

Other funds holding PSNL

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

SBI Securities's PSNL Position: Q3 2026 in Review

SBI Securities increased its Personalis (PSNL) stake by 77% in Q3 2026, buying an estimated $151 and bringing the position to 23 shares worth $374. The position accounts for ﹤0.01% of the portfolio, ranked #3207.

SBI Securities first reported a position in PSNL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.49K in Q4 2025. 14 funds tracked by Wall St. Rank hold PSNL as of Q3 2026.

SBI Securities held 23 shares of Personalis worth $374 as of Q3 2026.
SBI Securities bought 10 Personalis shares in Q3 2026, an estimated $151.
Personalis made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3207 holding.
SBI Securities first reported a position in Personalis in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Personalis position peaked at $1.49K in Q4 2025.
14 funds tracked by Wall St. Rank held Personalis as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.