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Advisornet Financial’s Palomar PLMR Stock Holding History

Advisornet Financial’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 		– Sell
-35
Closed -$4.18K – 2350
2026
Q1 		$4.18K Hold
35
– – ﹤0.01% 1775
2025
Q4 		$4.72K Buy
+35
New +$4.27K ﹤0.01% 1740
2023
Q2 		– Sell
-4
Closed -$221 – 2461
2023
Q1 		$221 Buy
+4
New +$214 ﹤0.01% 2238

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

Advisornet Financial's PLMR Position: Q2 2026 in Review

Advisornet Financial sold out of Palomar (PLMR) in Q2 2026, closing a stake of 35 shares — an estimated $4.18K sold.

Advisornet Financial first reported a position in PLMR in Q1 2023 and held it in 3 quarters. The position peaked at $4.72K in Q4 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Advisornet Financial reported no remaining Palomar position as of Q2 2026 after selling out during the quarter.
  • Advisornet Financial sold 35 Palomar shares in Q2 2026, an estimated $4.18K.
  • Advisornet Financial first reported a position in Palomar in Q1 2023 and held it in 3 quarters.
  • Advisornet Financial's Palomar position peaked at $4.72K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.