Beacon Financial Advisory
PLTR icon

Beacon Financial Advisory’s Palantir PLTR Stock Holding History

Beacon Financial Advisory’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
Q3 		$1.88M Buy
10,070
+34
+0.3% +$5.42K 0.36% 57
2026
Q2 		$1.17M Buy
10,036
+403
+4% +$55K 0.23% 116
2026
Q1 		$1.41M Buy
9,633
+1,151
+14% +$176K 0.32% 73
2025
Q4 		$1.51M Buy
8,482
+212
+3% +$38.4K 0.35% 67
2025
Q3 		$1.51M Buy
8,270
+46
+0.6% +$7.46K 0.35% 68
2025
Q2 		$1.12M Buy
8,224
+1,610
+24% +$189K 0.29% 92
2025
Q1 		$558K Buy
6,614
+2,133
+48% +$187K 0.17% 153
2024
Q4 		$339K Buy
+4,481
New +$261K 0.11% 206

Other funds holding PLTR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return

Beacon Financial Advisory's PLTR Position: Q3 2026 in Review

Beacon Financial Advisory increased its Palantir (PLTR) stake by 0.34% in Q3 2026, buying an estimated $5.42K and bringing the position to 10,070 shares worth $1.88M. The position accounts for 0.36% of the portfolio, ranked #57.

Beacon Financial Advisory first reported a position in PLTR in Q4 2024 and has held it in 8 quarters since. 1,603 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Beacon Financial Advisory held 10,070 shares of Palantir worth $1.88M as of Q3 2026.
  • Beacon Financial Advisory bought 34 Palantir shares in Q3 2026, an estimated $5.42K.
  • Palantir made up 0.36% of Beacon Financial Advisory's portfolio in Q3 2026, its #57 holding.
  • Beacon Financial Advisory first reported a position in Palantir in Q4 2024 and has held it in 8 quarters since.
  • 1,603 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.