Covestor’s Palomar PLMR Stock Holding History

Covestor’s Portfolio PLMR Stock Details PLMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$136K	Sell	1,135 -119	-9%	-$14.9K	0.09%	173
2025 Q4	$169K	Buy	1,254 +131	+12%	+$16K	0.09%	286
2025 Q3	$131K	Sell	1,123 -226	-17%	-$28.7K	0.07%	417
2025 Q2	$208K	Buy	1,349 +135	+11%	+$20.9K	0.12%	165
2025 Q1	$166K	Sell	1,214 -10	-0.8%	-$1.19K	0.11%	214
2024 Q4	$129K	Buy	1,224 +148	+14%	+$15K	0.08%	363
2024 Q3	$102K	Buy	1,076 +181	+20%	+$16.7K	0.06%	504
2024 Q2	$73K	Sell	895 -288	-24%	-$23.5K	0.05%	684
2024 Q1	$99K	Buy	1,183 +266	+29%	+$18.2K	0.06%	544
2023 Q4	$51K	Sell	917 -361	-28%	-$20.2K	0.03%	846
2023 Q3	$65K	Sell	1,278 -201	-14%	-$11K	0.05%	648
2023 Q2	$86K	Sell	1,479 -190	-11%	-$10.2K	0.07%	530
2023 Q1	$92K	Buy	1,669 +700	+72%	+$37.5K	0.08%	428
2022 Q4	$44K	Buy	969 +965	+24,125%	+$65.7K	0.04%	778
2022 Q3	$0	Sell	4 -5	-56%	-$367	﹤0.01%	2447
2022 Q2	$1K	Buy	9 +3	+50%	+$181	﹤0.01%	1782
2022 Q1	$0	Hold	6	–	–	﹤0.01%	2396
2021 Q4	$0	Buy	+6	New	+$467	﹤0.01%	2299

Other funds holding PLMR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return