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BCS Private Wealth Management’s Palomar PLMR Stock Holding History

BCS Private Wealth Management’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
-2,870
Closed -$343K – 211
2026
Q1 		$343K Buy
+2,870
New +$358K 0.1% 142

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

BCS Private Wealth Management's PLMR Position: Q2 2026 in Review

BCS Private Wealth Management sold out of Palomar (PLMR) in Q2 2026, closing a stake of 2,870 shares — an estimated $343K sold.

BCS Private Wealth Management first reported a position in PLMR in Q1 2026 and held it in 1 quarter. The position peaked at $343K in Q1 2026. 343 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • BCS Private Wealth Management reported no remaining Palomar position as of Q2 2026 after selling out during the quarter.
  • BCS Private Wealth Management sold 2,870 Palomar shares in Q2 2026, an estimated $343K.
  • BCS Private Wealth Management first reported a position in Palomar in Q1 2026 and held it in 1 quarter.
  • BCS Private Wealth Management's Palomar position peaked at $343K in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.