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 Q3	–	Sell	-744	Closed	-$6.08K	–	1574
2026 Q2	$6.08K	Buy	+744	New	+$15.8K	﹤0.01%	1435

Other funds holding PMI

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IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Perigon Wealth Management's PMI Position: Q3 2026 in Review

Perigon Wealth Management sold out of Picard Medical (PMI) in Q3 2026, closing a stake of 744 shares — an estimated $6.08K sold.

Perigon Wealth Management first reported a position in PMI in Q2 2026 and held it in 1 quarter. The position peaked at $6.08K in Q2 2026. 3 funds tracked by Wall St. Rank hold PMI as of Q3 2026.

Perigon Wealth Management reported no remaining Picard Medical position as of Q3 2026 after selling out during the quarter.
Perigon Wealth Management sold 744 Picard Medical shares in Q3 2026, an estimated $6.08K.
Perigon Wealth Management first reported a position in Picard Medical in Q2 2026 and held it in 1 quarter.
Perigon Wealth Management's Picard Medical position peaked at $6.08K in Q2 2026.
3 funds tracked by Wall St. Rank held Picard Medical as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.