AF
PLMR icon

Allworth Financial’s Palomar PLMR Stock Holding History

Allworth 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 		$15.8K Buy
125
+71
+131% +$8.36K ﹤0.01% 3380
2026
Q1 		$6.45K Sell
54
-2
-4% -$250 ﹤0.01% 3801
2025
Q4 		$7.55K Buy
56
+7
+14% +$854 ﹤0.01% 3450
2025
Q3 		$5.72K Sell
49
-158
-76% -$20K ﹤0.01% 3475
2025
Q2 		$31.9K Buy
207
+197
+1,970% +$30.5K ﹤0.01% 2217
2025
Q1 		$1.53K Buy
10
+7
+233% +$829 ﹤0.01% 3311
2024
Q4 		$324 Sell
3
-4
-57% -$406 ﹤0.01% 3702
2024
Q3 		$663 Buy
7
+2
+40% +$184 ﹤0.01% 3350
2024
Q2 		$444 Buy
+5
New +$407 ﹤0.01% 3405
2022
Q4 		– Sell
-153
Closed -$13K – 3147
2022
Q3 		$13K Buy
153
+135
+750% +$9.91K ﹤0.01% 1500
2022
Q2 		$1K Buy
+18
New +$1.09K ﹤0.01% 2225

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

Allworth Financial's PLMR Position: Q2 2026 in Review

Allworth Financial increased its Palomar (PLMR) stake by 131% in Q2 2026, buying an estimated $8.36K and bringing the position to 125 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3380.

Allworth Financial first reported a position in PLMR in Q2 2022 and has held it in 11 quarters since. The position peaked at $31.9K in Q2 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Allworth Financial held 125 shares of Palomar worth $15.8K as of Q2 2026.
  • Allworth Financial bought 71 Palomar shares in Q2 2026, an estimated $8.36K.
  • Palomar made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3380 holding.
  • Allworth Financial first reported a position in Palomar in Q2 2022 and has held it in 11 quarters since.
  • Allworth Financial's Palomar position peaked at $31.9K in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.