Carter Financial Group
PLTR icon

Carter Financial Group’s Palantir PLTR Stock Holding History

Carter 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
Q3 		$2.46M Sell
13,130
-50
-0.4% -$7.97K 1.25% 20
2026
Q2 		$1.54M Sell
13,180
-621
-4% -$84.7K 0.8% 28
2026
Q1 		$2.02M Sell
13,801
-1,029
-7% -$157K 1.25% 20
2025
Q4 		$2.64M Sell
14,830
-962
-6% -$174K 1.56% 17
2025
Q3 		$2.88M Buy
15,792
+1,329
+9% +$215K 1.74% 14
2025
Q2 		$1.97M Buy
+14,463
New +$1.7M 1.29% 19

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
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 $57B AUM 43.56% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Carter Financial Group's PLTR Position: Q3 2026 in Review

Carter Financial Group reduced its Palantir (PLTR) stake by 0.38% in Q3 2026, selling an estimated $7.97K and leaving 13,130 shares worth $2.46M. The position accounts for 1.25% of the portfolio, ranked #20.

Carter Financial Group first reported a position in PLTR in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.88M in Q3 2025. 1,389 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Carter Financial Group held 13,130 shares of Palantir worth $2.46M as of Q3 2026.
  • Carter Financial Group sold 50 Palantir shares in Q3 2026, an estimated $7.97K.
  • Palantir made up 1.25% of Carter Financial Group's portfolio in Q3 2026, its #20 holding.
  • Carter Financial Group first reported a position in Palantir in Q2 2025 and has held it in 6 quarters since.
  • Carter Financial Group's Palantir position peaked at $2.88M in Q3 2025.
  • 1,389 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.