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Institute for Wealth Management’s Palladyne AI PDYN Stock Holding History

Institute for Wealth Management’s Portfolio PDYN Stock Details PDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.92K Buy
+1,303
New +$8.62K ﹤0.01% 1363

Other funds holding PDYN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
C
Covestor London, United Kingdom $173M AUM 56.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Institute for Wealth Management's PDYN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Palladyne AI (PDYN) in Q2 2026: 1,303 shares worth $7.92K. The stake represents ﹤0.01% of the portfolio and ranks #1363 among its holdings.

52 funds tracked by Wall St. Rank hold PDYN as of Q2 2026.

  • Institute for Wealth Management held 1,303 shares of Palladyne AI worth $7.92K as of Q2 2026.
  • Palladyne AI was a new Institute for Wealth Management position in Q2 2026.
  • Palladyne AI made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1363 holding.
  • 52 funds tracked by Wall St. Rank held Palladyne AI as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.