TFA
PMI

Transamerica Financial Advisors’s Picard Medical PMI Stock Holding History

Transamerica Financial Advisors’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 		– Sell
-1
Closed -$60 – 2306
2026
Q1 		$60 Buy
+1
New +$72 ﹤0.01% 1838

Other funds holding PMI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Transamerica Financial Advisors's PMI Position: Q2 2026 in Review

Transamerica Financial Advisors sold out of Picard Medical (PMI) in Q2 2026, closing a stake of 1 share — an estimated $60 sold.

Transamerica Financial Advisors first reported a position in PMI in Q1 2026 and held it in 1 quarter. The position peaked at $60 in Q1 2026. 40 funds tracked by Wall St. Rank hold PMI as of Q2 2026.

  • Transamerica Financial Advisors reported no remaining Picard Medical position as of Q2 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 Picard Medical share in Q2 2026, an estimated $60.
  • Transamerica Financial Advisors first reported a position in Picard Medical in Q1 2026 and held it in 1 quarter.
  • Transamerica Financial Advisors's Picard Medical position peaked at $60 in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Picard Medical as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.