RFP
PMI

Root Financial Partners’s Picard Medical PMI Stock Holding History

Root Financial Partners’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
Q1 		$78 Buy
+75
New +$109 ﹤0.01% 3320

Other funds holding PMI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Root Financial Partners's PMI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Picard Medical (PMI) in Q1 2026: 75 shares worth $78. The stake represents ﹤0.01% of the portfolio and ranks #3320 among its holdings.

41 funds tracked by Wall St. Rank hold PMI as of Q1 2026.

  • Root Financial Partners held 75 shares of Picard Medical worth $78 as of Q1 2026.
  • Picard Medical was a new Root Financial Partners position in Q1 2026.
  • Picard Medical made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3320 holding.
  • 41 funds tracked by Wall St. Rank held Picard Medical as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.