Ameriprise Financial (NYSE: AMP) discloses 7.1% ownership in Personalis (PSNL)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Ameriprise Financial, Inc. filed a Schedule 13G reporting a significant ownership stake in Personalis, Inc. common stock. As of 12/31/2025, Ameriprise reports beneficial ownership of 6,287,151 shares, representing 7.1% of Personalis’ outstanding common stock.
Ameriprise reports no sole voting or dispositive power, with all reported voting and dispositive power shared across these holdings. The firm states that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Personalis, and disclaims beneficial ownership of the shares reported.
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FAQ
What stake does Ameriprise Financial report in Personalis, Inc. (PSNL)?
Ameriprise Financial reports beneficial ownership of 6,287,151 Personalis common shares, representing 7.1% of the class as of 12/31/2025. This reflects a sizable institutional position but is disclosed as ordinary-course investment activity rather than an effort to influence control.
Why did Ameriprise file a Schedule 13G for Personalis (PSNL)?
The Schedule 13G reflects that Ameriprise crossed the 5% ownership threshold in Personalis common stock. The filing states the shares were acquired and are held in the ordinary course of business, and not with the purpose or effect of changing or influencing control.
Does Ameriprise Financial seek to influence control of Personalis, Inc.?
No. Ameriprise certifies the Personalis shares were acquired and are held in the ordinary course of business, not to change or influence control of the issuer, and not in connection with any transaction having that purpose or effect, aside from limited proxy-nomination activities referenced.
Does Ameriprise Financial claim full beneficial ownership of its PSNL position?
Ameriprise expressly disclaims beneficial ownership of the Personalis shares reported on the Schedule 13G. The filing attributes the numerical ownership figures to Ameriprise for reporting purposes while clarifying that it disclaims beneficial ownership under applicable securities law definitions.
Who signed the Ameriprise Schedule 13G regarding Personalis (PSNL)?
The Schedule 13G was signed by Michael G. Clarke, Senior Vice President, North America Head of Operations & Investor Services, on 02/17/2026. The signature certifies that the information in the statement is true, complete, and correct to the best of his knowledge and belief.