CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Palantir PLTR Stock Holding History

CAPTRUST Financial Advisors’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 		– Sell
-10,000
Closed -$1.17M – 3593
2026
Q2 		$1.17M Hold
10,000
– – ﹤0.01% 1655
2026
Q1 		$1.46M Buy
+10,000
New +$1.53M ﹤0.01% 1384

Other funds holding PLTR

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
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CAPTRUST Financial Advisors's PLTR Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Palantir (PLTR) stake by 2.1% in Q3 2026, buying an estimated $3.02M and bringing the position to 911,988 shares worth $171M. The position accounts for 0.25% of the portfolio, ranked #71.

CAPTRUST Financial Advisors first reported a position in PLTR in Q3 2020 and has held it in 25 quarters since. 2,511 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • CAPTRUST Financial Advisors held 911,988 shares of Palantir worth $171M as of Q3 2026.
  • CAPTRUST Financial Advisors bought 18,950 Palantir shares in Q3 2026, an estimated $3.02M.
  • Palantir made up 0.25% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #71 holding.
  • CAPTRUST Financial Advisors first reported a position in Palantir in Q3 2020 and has held it in 25 quarters since.
  • 2,511 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.