Global Retirement Partners’s Palomar PLMR Stock Holding History

Global Retirement Partners’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
2025 Q4	$116K	Buy	859 +594	+224%	+$72.5K	﹤0.01%	1822
2025 Q3	$30.9K	Buy	265 +40	+18%	+$5.07K	﹤0.01%	2168
2025 Q2	$34.7K	Buy	+225	New	+$34.8K	﹤0.01%	1973
2024 Q4	–	Sell	-10	Closed	-$947	–	3757
2024 Q3	$947	Buy	+10	New	+$921	﹤0.01%	3154
2022 Q4	–	Sell	-19	Closed	-$2K	–	3077
2022 Q3	$2K	Buy	19 +9	+90%	+$661	﹤0.01%	2289
2022 Q2	$1K	Buy	10 +5	+100%	+$302	﹤0.01%	2523
2022 Q1	$0	Buy	+5	New	+$284	﹤0.01%	2744
2019 Q4	–	Sell	-343	Closed	-$14K	–	1682
2019 Q3	$14K	Hold	343	–	–	﹤0.01%	1035
2019 Q2	$8K	Buy	+343	New	+$7.55K	﹤0.01%	1175

Other funds holding PLMR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return