Stifel Financial’s Precigen PGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $659K | Sell |
115,571
-35,815
| -24% | -$155K | ﹤0.01% | 2801 |
|
|
2026
Q1 | $586K | Buy |
151,386
+68,729
| +83% | +$282K | ﹤0.01% | 2773 |
|
|
2025
Q4 | $346K | Buy |
82,657
+6,700
| +9% | +$25.9K | ﹤0.01% | 3066 |
|
|
2025
Q3 | $250K | Buy |
75,957
+19,625
| +35% | +$55.4K | ﹤0.01% | 3229 |
|
|
2025
Q2 | $80K | Sell |
56,332
-1,125
| -2% | -$1.6K | ﹤0.01% | 3380 |
|
|
2025
Q1 | $85.6K | Sell |
57,457
-33,400
| -37% | -$52.6K | ﹤0.01% | 3306 |
|
|
2024
Q4 | $102K | Buy |
90,857
+58,657
| +182% | +$50K | ﹤0.01% | 3244 |
|
|
2024
Q3 | $30.5K | Buy |
32,200
+15,680
| +95% | +$19.8K | ﹤0.01% | 3326 |
|
|
2024
Q2 | $26.1K | Buy |
16,520
+1,320
| +9% | +$1.92K | ﹤0.01% | 3314 |
|
|
2024
Q1 | $22K | Buy |
15,200
+2,000
| +15% | +$2.87K | ﹤0.01% | 3305 |
|
|
2023
Q4 | $17.7K | Buy |
13,200
+200
| +2% | +$235 | ﹤0.01% | 3278 |
|
|
2023
Q3 | $18.5K | Hold |
13,000
| – | – | ﹤0.01% | 3246 |
|
|
2023
Q2 | $14.9K | Sell |
13,000
-4,000
| -24% | -$4.72K | ﹤0.01% | 3293 |
|
|
2023
Q1 | $18K | Buy |
+17,000
| New | +$24.5K | ﹤0.01% | 3291 |
|
|
2020
Q4 | – | Sell |
-11,052
| Closed | -$38K | – | 3090 |
|
|
2020
Q3 | $38K | Sell |
11,052
-100
| -0.9% | -$475 | ﹤0.01% | 2821 |
|
|
2020
Q2 | $56K | Buy |
11,152
+885
| +9% | +$3.01K | ﹤0.01% | 2761 |
|
|
2020
Q1 | $35K | Sell |
10,267
-4,257
| -29% | -$18.4K | ﹤0.01% | 2690 |
|
|
2019
Q4 | $81K | Sell |
14,524
-2,570
| -15% | -$14.5K | ﹤0.01% | 2901 |
|
|
2019
Q3 | $98K | Sell |
17,094
-1,821
| -10% | -$12.4K | ﹤0.01% | 2768 |
|
|
2019
Q2 | $147K | Sell |
18,915
-4,414
| -19% | -$23.8K | ﹤0.01% | 2775 |
|
|
2019
Q1 | $124K | Sell |
23,329
-3,856
| -14% | -$26.7K | ﹤0.01% | 2672 |
|
|
2018
Q4 | $179K | Sell |
27,185
-108,153
| -80% | -$1.21M | ﹤0.01% | 2480 |
|
|
2018
Q3 | $2.33M | Buy |
135,338
+86,989
| +180% | +$1.29M | 0.01% | 1171 |
|
|
2018
Q2 | $675K | Sell |
48,349
-55,036
| -53% | -$930K | ﹤0.01% | 1863 |
|
|
2018
Q1 | $1.59M | Buy |
103,385
+73,446
| +245% | +$1.05M | 0.01% | 1288 |
|
|
2017
Q4 | $341K | Buy |
29,939
+5,895
| +25% | +$87.8K | ﹤0.01% | 2131 |
|
|
2017
Q3 | $459K | Sell |
24,044
-41,318
| -63% | -$850K | ﹤0.01% | 1931 |
|
|
2017
Q2 | $1.57M | Buy |
65,362
+4,614
| +8% | +$101K | 0.01% | 1216 |
|
|
2017
Q1 | $1.21M | Buy |
60,748
+7,661
| +14% | +$171K | ﹤0.01% | 1347 |
|
|
2016
Q4 | $1.27M | Buy |
53,087
+1,594
| +3% | +$44.4K | 0.01% | 1260 |
|
|
2016
Q3 | $1.43M | Buy |
51,493
+10,646
| +26% | +$282K | 0.01% | 1147 |
|
|
2016
Q2 | $997K | Buy |
40,847
+5,461
| +15% | +$155K | ﹤0.01% | 1338 |
|
|
2016
Q1 | $1.19M | Buy |
35,386
+2,564
| +8% | +$80.7K | 0.01% | 1152 |
|
|
2015
Q4 | $981K | Buy |
32,822
+5,499
| +20% | +$185K | 0.01% | 1314 |
|
|
2015
Q3 | $861K | Buy |
27,323
+217
| +0.8% | +$10.6K | ﹤0.01% | 1285 |
|
|
2015
Q2 | $1.31M | Sell |
27,106
-1,301
| -5% | -$54.8K | 0.01% | 1226 |
|
|
2015
Q1 | $1.23M | Buy |
+28,407
| New | +$1.02M | 0.01% | 1179 |
|
Other funds holding PGEN
PCM
DC
TCM
BCM
IAM
Stifel Financial's PGEN Position: Q2 2026 in Review
Stifel Financial reduced its Precigen (PGEN) stake by 24% in Q2 2026, selling an estimated $155K and leaving 115,571 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #2801.
Stifel Financial first reported a position in PGEN in Q1 2015 and has held it in 37 quarters since. The position peaked at $2.33M in Q3 2018. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.
- Stifel Financial held 115,571 shares of Precigen worth $659K as of Q2 2026.
- Stifel Financial sold 35,815 Precigen shares in Q2 2026, an estimated $155K.
- Precigen made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2801 holding.
- Stifel Financial first reported a position in Precigen in Q1 2015 and has held it in 37 quarters since.
- Stifel Financial's Precigen position peaked at $2.33M in Q3 2018.
- 211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.