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Burr Financial Services’s Palantir PLTR Stock Holding History

Burr Financial Services’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 		$12.5M Sell
66,733
-18,465
-22% -$2.94M 7.63% 4
2026
Q2 		$9.9M Sell
85,198
-3,632
-4% -$495K 6.17% 6
2026
Q1 		$13M Buy
88,830
+18,034
+25% +$2.76M 10.33% 3
2025
Q4 		$12.6M Buy
70,796
+278
+0.4% +$50.3K 9.41% 3
2025
Q3 		$12.9M Sell
70,518
-2,650
-4% -$429K 9.55% 2
2025
Q2 		$10M Sell
73,168
-83,318
-53% -$9.8M 8.39% 4
2025
Q1 		$13.2M Buy
156,486
+1,816
+1% +$159K 10.36% 2
2024
Q4 		$11.7M Buy
+154,670
New +$9.01M 7.89% 3

Other funds holding PLTR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Burr Financial Services's PLTR Position: Q3 2026 in Review

Burr Financial Services reduced its Palantir (PLTR) stake by 22% in Q3 2026, selling an estimated $2.94M and leaving 66,733 shares worth $12.5M. The position accounts for 7.63% of the portfolio, ranked #4.

Burr Financial Services first reported a position in PLTR in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.2M in Q1 2025. 2,664 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Burr Financial Services held 66,733 shares of Palantir worth $12.5M as of Q3 2026.
  • Burr Financial Services sold 18,465 Palantir shares in Q3 2026, an estimated $2.94M.
  • Palantir made up 7.63% of Burr Financial Services's portfolio in Q3 2026, its #4 holding.
  • Burr Financial Services first reported a position in Palantir in Q4 2024 and has held it in 8 quarters since.
  • Burr Financial Services's Palantir position peaked at $13.2M in Q1 2025.
  • 2,664 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Burr Financial Services's 13F filing for Q3 2026, filed 8 Oct 2026.