IC
PMI

IEQ Capital’s Picard Medical PMI Stock Holding History

IEQ Capital’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 		$47.5K Buy
+5,812
New +$124K ﹤0.01% 1991

Other funds holding PMI

Wealth Enhancement Advisory Services
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
JF
JMN Financial New Albany, Ohio $129M AUM
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

IEQ Capital's PMI Position: Q2 2026 in Review

IEQ Capital opened a new position in Picard Medical (PMI) in Q2 2026: 5,812 shares worth $47.5K. The stake represents ﹤0.01% of the portfolio and ranks #1991 among its holdings.

23 funds tracked by Wall St. Rank hold PMI as of Q2 2026.

  • IEQ Capital held 5,812 shares of Picard Medical worth $47.5K as of Q2 2026.
  • Picard Medical was a new IEQ Capital position in Q2 2026.
  • Picard Medical made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1991 holding.
  • 23 funds tracked by Wall St. Rank held Picard Medical as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.