PWM
PMI

Perigon Wealth Management’s Picard Medical PMI Stock Holding History

Perigon Wealth Management’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 		$6.08K Buy
+744
New +$15.8K ﹤0.01% 1435

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Perigon Wealth Management's PMI Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Picard Medical (PMI) in Q2 2026: 744 shares worth $6.08K. The stake represents ﹤0.01% of the portfolio and ranks #1435 among its holdings.

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

  • Perigon Wealth Management held 744 shares of Picard Medical worth $6.08K as of Q2 2026.
  • Picard Medical was a new Perigon Wealth Management position in Q2 2026.
  • Picard Medical made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1435 holding.
  • 16 funds tracked by Wall St. Rank held Picard Medical as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.