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SUCCESSION FINANCIAL, INC.’s Palantir PLTR Stock Holding History

SUCCESSION FINANCIAL, INC.’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 		$241K Buy
+2,066
New +$282K 0.23% 41

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s PLTR Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Palantir (PLTR) in Q2 2026: 2,066 shares worth $241K. The stake represents 0.23% of the portfolio and ranks #41 among its holdings.

1,797 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • SUCCESSION FINANCIAL, INC. held 2,066 shares of Palantir worth $241K as of Q2 2026.
  • Palantir was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
  • Palantir made up 0.23% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #41 holding.
  • 1,797 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.