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 Q2	$62	Buy	8 +7	+700%	+$149	﹤0.01%	5004
2026 Q1	$28	Buy	+1	New	+$72	﹤0.01%	4898

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

IFP Advisors's PMI Position: Q2 2026 in Review

IFP Advisors increased its Picard Medical (PMI) stake by 700% in Q2 2026, buying an estimated $149 and bringing the position to 8 shares worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #5004.

IFP Advisors first reported a position in PMI in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold PMI as of Q2 2026.

IFP Advisors held 8 shares of Picard Medical worth $62 as of Q2 2026.
IFP Advisors bought 7 Picard Medical shares in Q2 2026, an estimated $149.
Picard Medical made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5004 holding.
IFP Advisors first reported a position in Picard Medical in Q1 2026 and has held it in 2 quarters since.
36 funds tracked by Wall St. Rank held Picard Medical as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.