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Dakota Wealth Management’s Palomar PLMR Stock Holding History

Dakota Wealth Management’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
2025
Q3 		– Sell
-2,326
Closed -$359K – 757
2025
Q2 		$359K Sell
2,326
-635
-21% -$98.3K 0.01% 572
2025
Q1 		$406K Sell
2,961
-109
-4% -$12.9K 0.01% 556
2024
Q4 		$324K Buy
3,070
+92
+3% +$9.33K 0.01% 587
2024
Q3 		$282K Sell
2,978
-57
-2% -$5.25K 0.01% 608
2024
Q2 		$246K Sell
3,035
-185
-6% -$15.1K 0.01% 627
2024
Q1 		$270K Buy
+3,220
New +$221K 0.01% 606

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dakota Wealth Management's PLMR Position: Q3 2025 in Review

Dakota Wealth Management sold out of Palomar (PLMR) in Q3 2025, closing a stake of 2,326 shares — an estimated $359K sold.

Dakota Wealth Management first reported a position in PLMR in Q1 2024 and held it in 6 quarters. The position peaked at $406K in Q1 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Dakota Wealth Management reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 2,326 Palomar shares in Q3 2025, an estimated $359K.
  • Dakota Wealth Management first reported a position in Palomar in Q1 2024 and held it in 6 quarters.
  • Dakota Wealth Management's Palomar position peaked at $406K in Q1 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.