Stifel Financial
PSNL icon

Stifel Financial’s Personalis PSNL Stock Holding History

Stifel 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 		– Sell
-13,933
Closed -$111K – 3729
2025
Q4 		$111K Sell
13,933
-34,068
-71% -$298K ﹤0.01% 3477
2025
Q3 		$313K Sell
48,001
-1,999
-4% -$11.4K ﹤0.01% 3088
2025
Q2 		$328K Buy
50,000
+10,000
+25% +$46.4K ﹤0.01% 2997
2025
Q1 		$140K Buy
40,000
+15,000
+60% +$71.3K ﹤0.01% 3250
2024
Q4 		$145K Buy
25,000
+5,000
+25% +$23.1K ﹤0.01% 3214
2024
Q3 		$108K Sell
20,000
-10,000
-33% -$41.2K ﹤0.01% 3232
2024
Q2 		$35.1K Buy
+30,000
New +$41.2K ﹤0.01% 3300

Other funds holding PSNL

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 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
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 $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

Stifel Financial's PSNL Position: Q1 2026 in Review

Stifel Financial sold out of Personalis (PSNL) in Q1 2026, closing a stake of 13,933 shares — an estimated $111K sold.

Stifel Financial first reported a position in PSNL in Q2 2024 and held it in 7 quarters. The position peaked at $328K in Q2 2025. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • Stifel Financial reported no remaining Personalis position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 13,933 Personalis shares in Q1 2026, an estimated $111K.
  • Stifel Financial first reported a position in Personalis in Q2 2024 and held it in 7 quarters.
  • Stifel Financial's Personalis position peaked at $328K in Q2 2025.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.