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Advus Financial Partners, LLC’s Lyell Immunopharma LYEL Stock Holding History

Advus Financial Partners, LLC’s Portfolio LYEL Stock Details LYEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,858
Closed -$242K – 256
2025
Q4 		$242K Buy
+7,858
New +$176K 0.06% 211

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FCMV
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Advus Financial Partners, LLC's LYEL Position: Q1 2026 in Review

Advus Financial Partners, LLC sold out of Lyell Immunopharma (LYEL) in Q1 2026, closing a stake of 7,858 shares — an estimated $242K sold.

Advus Financial Partners, LLC first reported a position in LYEL in Q4 2025 and held it in 1 quarter. The position peaked at $242K in Q4 2025. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • Advus Financial Partners, LLC reported no remaining Lyell Immunopharma position as of Q1 2026 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 7,858 Lyell Immunopharma shares in Q1 2026, an estimated $242K.
  • Advus Financial Partners, LLC first reported a position in Lyell Immunopharma in Q4 2025 and held it in 1 quarter.
  • Advus Financial Partners, LLC's Lyell Immunopharma position peaked at $242K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q1 2026, filed 25 Aug 2026.