Global Financial Private Client’s Palantir PLTR Stock Holding History

Global Financial Private Client’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	$1.47M	Buy	7,842 +275	+4%	+$43.8K	0.4%	72
2026 Q2	$883K	Buy	7,567 +2,213	+41%	+$302K	0.24%	120
2026 Q1	$783K	Buy	5,354 +1,101	+26%	+$168K	0.26%	118
2025 Q4	$756K	Sell	4,253 -4	-0.1%	-$724	0.27%	109
2025 Q3	$777K	Buy	4,257 +32	+0.8%	+$5.19K	0.28%	107
2025 Q2	$576K	Buy	4,225 +148	+4%	+$17.4K	0.22%	123
2025 Q1	$344K	Sell	4,077 -3,433	-46%	-$301K	0.13%	159
2024 Q4	$568K	Sell	7,510 -50	-0.7%	-$2.91K	0.21%	120
2024 Q3	$281K	Hold	7,560	–	–	0.11%	171
2024 Q2	$191K	Buy	7,560 +588	+8%	+$13.2K	0.08%	187
2024 Q1	$159K	Buy	6,972 +745	+12%	+$15.9K	0.07%	191
2023 Q4	$107K	Buy	6,227 +397	+7%	+$7.07K	0.05%	219
2023 Q3	$92.6K	Buy	+5,830	New	+$92.9K	0.05%	219
2023 Q2	–	Sell	-2,000	Closed	-$16.8K	–	699
2023 Q1	$16.8K	Hold	2,000	–	–	0.01%	387
2022 Q4	$12.8K	Hold	2,000	–	–	0.01%	398
2022 Q3	$16.5K	Hold	2,000	–	–	0.01%	369
2022 Q2	$18.5K	Hold	2,000	–	–	0.01%	353
2022 Q1	$27.7K	Hold	2,000	–	–	0.01%	323
2021 Q4	$36.4K	Hold	2,000	–	–	0.02%	293
2021 Q3	$48.7K	Sell	2,000 -7,083	-78%	-$173K	0.03%	247
2021 Q2	$225K	Buy	9,083 +7,083	+354%	+$164K	0.13%	127
2021 Q1	$46.1K	Buy	+2,000	New	+$54.8K	0.03%	214

Other funds holding PLTR

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

Amundi Paris, France $496B AUM 35.36% 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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Global Financial Private Client's PLTR Position: Q3 2026 in Review

Global Financial Private Client increased its Palantir (PLTR) stake by 3.6% in Q3 2026, buying an estimated $43.8K and bringing the position to 7,842 shares worth $1.47M. The position accounts for 0.4% of the portfolio, ranked #72.

Global Financial Private Client first reported a position in PLTR in Q1 2021 and has held it in 22 quarters since. 1,929 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Global Financial Private Client held 7,842 shares of Palantir worth $1.47M as of Q3 2026.
Global Financial Private Client bought 275 Palantir shares in Q3 2026, an estimated $43.8K.
Palantir made up 0.4% of Global Financial Private Client's portfolio in Q3 2026, its #72 holding.
Global Financial Private Client first reported a position in Palantir in Q1 2021 and has held it in 22 quarters since.
1,929 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.