Abound Wealth Management’s Palomar PLMR Stock Holding History

Abound Wealth Management’s Portfolio PLMR Stock Details PLMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$127	Sell	1 -1	-50%	-$118	﹤0.01%	1231
2026 Q1	$239	Hold	2	–	–	﹤0.01%	1185
2025 Q4	$270	Hold	2	–	–	﹤0.01%	1086
2025 Q3	$234	Hold	2	–	–	﹤0.01%	1071
2025 Q2	$309	Hold	2	–	–	﹤0.01%	918
2025 Q1	$275	Hold	2	–	–	﹤0.01%	888
2024 Q4	$212	Hold	2	–	–	﹤0.01%	1039
2024 Q3	$190	Buy	+2	New	+$184	﹤0.01%	1194
2024 Q2	–	Sell	-4	Closed	-$336	–	1278
2024 Q1	$336	Sell	4 -1	-20%	-$69	﹤0.01%	1077
2023 Q4	$278	Hold	5	–	–	﹤0.01%	1195
2023 Q3	$254	Hold	5	–	–	﹤0.01%	1061
2023 Q2	$291	Buy	+5	New	+$267	﹤0.01%	1061

Other funds holding PLMR

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return