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Fi3 Financial Advisors’s Palantir PLTR Stock Holding History

Fi3 Financial Advisors’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
Q1 		$1.1M Buy
7,528
+39
+0.5% +$5.96K 0.32% 33
2025
Q4 		$1.33M Buy
7,489
+545
+8% +$98.7K 0.41% 28
2025
Q3 		$1.27M Sell
6,944
-23
-0.3% -$3.73K 0.43% 26
2025
Q2 		$950K Sell
6,967
-89
-1% -$10.4K 0.34% 30
2025
Q1 		$596K Buy
7,056
+49
+0.7% +$4.3K 0.24% 43
2024
Q4 		$530K Buy
+7,007
New +$408K 0.2% 47

Other funds holding PLTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fi3 Financial Advisors's PLTR Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Palantir (PLTR) stake by 0.52% in Q1 2026, buying an estimated $5.96K and bringing the position to 7,528 shares worth $1.1M. The position accounts for 0.32% of the portfolio, ranked #33.

Fi3 Financial Advisors first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.33M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Fi3 Financial Advisors held 7,528 shares of Palantir worth $1.1M as of Q1 2026.
  • Fi3 Financial Advisors bought 39 Palantir shares in Q1 2026, an estimated $5.96K.
  • Palantir made up 0.32% of Fi3 Financial Advisors's portfolio in Q1 2026, its #33 holding.
  • Fi3 Financial Advisors first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Fi3 Financial Advisors's Palantir position peaked at $1.33M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.