BFG
PLTR icon

Beacon Financial Group’s Palantir PLTR Stock Holding History

Beacon Financial Group’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
Q2 		$569K Sell
4,881
-225
-4% -$30.7K 0.05% 223
2026
Q1 		$747K Buy
5,106
+93
+2% +$14.2K 0.07% 191
2025
Q4 		$891K Buy
5,013
+261
+5% +$47.3K 0.09% 176
2025
Q3 		$867K Buy
4,752
+126
+3% +$20.4K 0.09% 181
2025
Q2 		$631K Buy
4,626
+1,266
+38% +$148K 0.07% 203
2025
Q1 		$284K Buy
+3,360
New +$295K 0.03% 285

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beacon Financial Group's PLTR Position: Q2 2026 in Review

Beacon Financial Group reduced its Palantir (PLTR) stake by 4.4% in Q2 2026, selling an estimated $30.7K and leaving 4,881 shares worth $569K. The position accounts for 0.05% of the portfolio, ranked #223.

Beacon Financial Group first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $891K in Q4 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Beacon Financial Group held 4,881 shares of Palantir worth $569K as of Q2 2026.
  • Beacon Financial Group sold 225 Palantir shares in Q2 2026, an estimated $30.7K.
  • Palantir made up 0.05% of Beacon Financial Group's portfolio in Q2 2026, its #223 holding.
  • Beacon Financial Group first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
  • Beacon Financial Group's Palantir position peaked at $891K in Q4 2025.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.