Summit Securities Group’s Personalis PSNL Stock Holding History

Summit Securities Group’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	$28.7K	Buy	+1,760	New	+$26.5K	﹤0.01%	667

Other funds holding PSNL

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Summit Securities Group's PSNL Position: Q3 2026 in Review

Summit Securities Group opened a new position in Personalis (PSNL) in Q3 2026: 1,760 shares worth $28.7K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings.

58 funds tracked by Wall St. Rank hold PSNL as of Q3 2026.

Summit Securities Group held 1,760 shares of Personalis worth $28.7K as of Q3 2026.
Personalis was a new Summit Securities Group position in Q3 2026.
Personalis made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #667 holding.
58 funds tracked by Wall St. Rank held Personalis as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.