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Action Point Financial Planning’s Palomar PLMR Stock Holding History

Action Point Financial Planning’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 		$1.14K Buy
+10
New +$1.18K ﹤0.01% 2446

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Action Point Financial Planning's PLMR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Palomar (PLMR) in Q2 2026: 10 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #2446 among its holdings.

339 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Action Point Financial Planning held 10 shares of Palomar worth $1.14K as of Q2 2026.
  • Palomar was a new Action Point Financial Planning position in Q2 2026.
  • Palomar made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2446 holding.
  • 339 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.