Allworth Financial’s Picard Medical PMI Stock Holding History

Allworth Financial’s Portfolio PMI Stock Details PMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$44	–	5466
2026 Q1	$44	Buy	+1	New	+$72	﹤0.01%	5074

Other funds holding PMI

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Allworth Financial's PMI Position: Q2 2026 in Review

Allworth Financial sold out of Picard Medical (PMI) in Q2 2026, closing a stake of 1 share — an estimated $44 sold.

Allworth Financial first reported a position in PMI in Q1 2026 and held it in 1 quarter. The position peaked at $44 in Q1 2026. 36 funds tracked by Wall St. Rank hold PMI as of Q2 2026.

Allworth Financial reported no remaining Picard Medical position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 1 Picard Medical share in Q2 2026, an estimated $44.
Allworth Financial first reported a position in Picard Medical in Q1 2026 and held it in 1 quarter.
Allworth Financial's Picard Medical position peaked at $44 in Q1 2026.
36 funds tracked by Wall St. Rank held Picard Medical as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.