GER Loftin Wealth Advisors LLC’s Palantir PLTR Stock Holding History

GER Loftin Wealth Advisors LLC’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	$7.71M	Buy	+41,242	New	+$6.57M	2.45%	14

Other funds holding PLTR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's PLTR Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Palantir (PLTR) in Q3 2026: 41,242 shares worth $7.71M. The stake represents 2.45% of the portfolio and ranks #14 among its holdings.

2,454 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

GER Loftin Wealth Advisors LLC held 41,242 shares of Palantir worth $7.71M as of Q3 2026.
Palantir was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Palantir made up 2.45% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #14 holding.
2,454 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.