FFA
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Farther Finance Advisors’s Palomar PLMR Stock Holding History

Farther Finance 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
Q3 		$97.4K Buy
790
+436
+123% +$58.3K ﹤0.01% 2881
2026
Q2 		$44.7K Sell
354
-57
-14% -$6.71K ﹤0.01% 3324
2026
Q1 		$47.9K Sell
411
-79
-16% -$9.86K ﹤0.01% 3023
2025
Q4 		$66K Buy
490
+275
+128% +$33.6K ﹤0.01% 2627
2025
Q3 		$25.1K Sell
215
-737
-77% -$93.4K ﹤0.01% 2884
2025
Q2 		$147K Buy
952
+835
+714% +$129K ﹤0.01% 1557
2025
Q1 		$16.2K Sell
117
-437
-79% -$51.8K ﹤0.01% 2491
2024
Q4 		$58.5K Buy
554
+99
+22% +$10K ﹤0.01% 1581
2024
Q3 		$43.1K Buy
455
+378
+491% +$34.8K ﹤0.01% 1731
2024
Q2 		$6.41K Buy
77
+5
+7% +$407 ﹤0.01% 2277
2024
Q1 		$5.92K Sell
72
-6
-8% -$411 ﹤0.01% 1991
2023
Q4 		$4.33K Buy
78
+73
+1,460% +$4.08K ﹤0.01% 2041
2023
Q3 		$254 Hold
5
– – ﹤0.01% 2423
2023
Q2 		$290 Hold
5
– – ﹤0.01% 2289
2023
Q1 		$276 Hold
5
– – ﹤0.01% 2142
2022
Q4 		$226 Buy
+5
New +$341 ﹤0.01% 2012

Other funds holding PLMR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Farther Finance Advisors's PLMR Position: Q3 2026 in Review

Farther Finance Advisors increased its Palomar (PLMR) stake by 123% in Q3 2026, buying an estimated $58.3K and bringing the position to 790 shares worth $97.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

Farther Finance Advisors first reported a position in PLMR in Q4 2022 and has held it in 16 quarters since. The position peaked at $147K in Q2 2025. 12 funds tracked by Wall St. Rank hold PLMR as of Q3 2026.

  • Farther Finance Advisors held 790 shares of Palomar worth $97.4K as of Q3 2026.
  • Farther Finance Advisors bought 436 Palomar shares in Q3 2026, an estimated $58.3K.
  • Palomar made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2881 holding.
  • Farther Finance Advisors first reported a position in Palomar in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Palomar position peaked at $147K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Palomar as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.