EWA
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EverSource Wealth Advisors’s Palomar PLMR Stock Holding History

EverSource Wealth Advisors’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
Q2 		$5.69K Sell
45
-96
-68% -$11.3K ﹤0.01% 3223
2026
Q1 		$16.9K Buy
141
+27
+24% +$3.37K ﹤0.01% 2614
2025
Q4 		$15.4K Buy
114
+41
+56% +$5K ﹤0.01% 2562
2025
Q3 		$8.52K Sell
73
-1
-1% -$127 ﹤0.01% 2908
2025
Q2 		$11.4K Buy
74
+41
+124% +$6.35K ﹤0.01% 2725
2025
Q1 		$4.52K Buy
33
+20
+154% +$2.37K ﹤0.01% 2546
2024
Q4 		$1.37K Buy
+13
New +$1.32K ﹤0.01% 2860

Other funds holding PLMR

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EverSource Wealth Advisors's PLMR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Palomar (PLMR) stake by 68% in Q2 2026, selling an estimated $11.3K and leaving 45 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3223.

EverSource Wealth Advisors first reported a position in PLMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.9K in Q1 2026. 130 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • EverSource Wealth Advisors held 45 shares of Palomar worth $5.69K as of Q2 2026.
  • EverSource Wealth Advisors sold 96 Palomar shares in Q2 2026, an estimated $11.3K.
  • Palomar made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3223 holding.
  • EverSource Wealth Advisors first reported a position in Palomar in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Palomar position peaked at $16.9K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.