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Berger Financial Group’s Palantir PLTR Stock Holding History

Berger 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 		$508K Buy
4,356
+93
+2% +$12.7K 0.03% 297
2026
Q1 		$624K Buy
4,263
+229
+6% +$35K 0.03% 267
2025
Q4 		$717K Buy
4,034
+124
+3% +$22.4K 0.04% 247
2025
Q3 		$713K Buy
3,910
+562
+17% +$91.1K 0.04% 245
2025
Q2 		$456K Sell
3,348
-908
-21% -$106K 0.03% 279
2025
Q1 		$359K Buy
4,256
+527
+14% +$46.3K 0.02% 305
2024
Q4 		$282K Buy
+3,729
New +$217K 0.02% 329

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Berger Financial Group increased its Palantir (PLTR) stake by 2.2% in Q2 2026, buying an estimated $12.7K and bringing the position to 4,356 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #297.

Berger Financial Group first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $717K in Q4 2025. 1,920 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Berger Financial Group held 4,356 shares of Palantir worth $508K as of Q2 2026.
  • Berger Financial Group bought 93 Palantir shares in Q2 2026, an estimated $12.7K.
  • Palantir made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #297 holding.
  • Berger Financial Group first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Berger Financial Group's Palantir position peaked at $717K in Q4 2025.
  • 1,920 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.