Parcion Private Wealth’s Picard Medical PMI Stock Holding History

Parcion Private Wealth’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	$1.87K	Buy	+11,461	New	+$4.87K	﹤0.01%	529

Other funds holding PMI

Wealth Enhancement Advisory Services

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

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

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Parcion Private Wealth's PMI Position: Q2 2026 in Review

Parcion Private Wealth opened a new position in Picard Medical (PMI) in Q2 2026: 11,461 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #529 among its holdings.

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

Parcion Private Wealth held 11,461 shares of Picard Medical worth $1.87K as of Q2 2026.
Picard Medical was a new Parcion Private Wealth position in Q2 2026.
Picard Medical made up ﹤0.01% of Parcion Private Wealth's portfolio in Q2 2026, its #529 holding.
11 funds tracked by Wall St. Rank held Picard Medical as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.