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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return