Institutional Ownership Personalis, Inc. (PSNL)
This table provides information about the institutional ownership of Personalis, Inc. (PSNL). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 36.7 Million shares, which have been reported (via 13F filing form) to have a value of $195 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
203
shares
|
$1,081
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
165
shares
|
$879
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
158
shares
|
$842
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
142
shares
|
$756
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
134
shares
|
$714
0.0% of portfolio
|
Q2 2025
Reduced 31.28%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
66
shares
|
$351
0.0% of portfolio
|
Q2 2025
Reduced 68.42%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
65
shares
|
$346
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|