IFP Advisors’s Picard Medical PMI Stock Holding History

IFP Advisors’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 Q3	$25	Buy	243 +235	+2,938%	+$1.31K	﹤0.01%	5119
2026 Q2	$62	Buy	8 +7	+700%	+$149	﹤0.01%	5004
2026 Q1	$28	Buy	+1	New	+$72	﹤0.01%	4898

Other funds holding PMI

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's PMI Position: Q3 2026 in Review

IFP Advisors increased its Picard Medical (PMI) stake by 2,938% in Q3 2026, buying an estimated $1.31K and bringing the position to 243 shares worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #5119.

IFP Advisors first reported a position in PMI in Q1 2026 and has held it in 3 quarters since. The position peaked at $62 in Q2 2026. 3 funds tracked by Wall St. Rank hold PMI as of Q3 2026.

IFP Advisors held 243 shares of Picard Medical worth $25 as of Q3 2026.
IFP Advisors bought 235 Picard Medical shares in Q3 2026, an estimated $1.31K.
Picard Medical made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5119 holding.
IFP Advisors first reported a position in Picard Medical in Q1 2026 and has held it in 3 quarters since.
IFP Advisors's Picard Medical position peaked at $62 in Q2 2026.
3 funds tracked by Wall St. Rank held Picard Medical as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.