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B. Riley Wealth Advisors’s Palantir PLTR Stock Holding History

B. Riley Wealth Advisors’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-900
Closed -$160K – 1065
2025
Q4 		$160K Sell
900
-169,100
-99% -$30.6M 0.01% 896
2025
Q3 		$310K Buy
170,000
+167,000
+5,567% +$27.1M 0.01% 718
2025
Q2 		$409K Buy
+3,000
New +$352K 0.02% 605

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

B. Riley Wealth Advisors's PLTR Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Palantir (PLTR) stake by 1.5% in Q2 2026, selling an estimated $331K and leaving 159,459 shares worth $18.4M. The position accounts for 0.99% of the portfolio, ranked #20.

B. Riley Wealth Advisors first reported a position in PLTR in Q3 2020 and has held it in 23 quarters since. The position peaked at $30.9M in Q3 2025. 966 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • B. Riley Wealth Advisors held 159,459 shares of Palantir worth $18.4M as of Q2 2026.
  • B. Riley Wealth Advisors sold 2,428 Palantir shares in Q2 2026, an estimated $331K.
  • Palantir made up 0.99% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • B. Riley Wealth Advisors first reported a position in Palantir in Q3 2020 and has held it in 23 quarters since.
  • B. Riley Wealth Advisors's Palantir position peaked at $30.9M in Q3 2025.
  • 966 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.