GSWM
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Golden State Wealth Management’s Palomar PLMR Stock Holding History

Golden State Wealth Management’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 		$1.64K Hold
13
– – ﹤0.01% 1420
2026
Q1 		$1.55K Sell
13
-7
-35% -$874 ﹤0.01% 1383
2025
Q4 		$2.69K Buy
20
+7
+54% +$854 ﹤0.01% 1340
2025
Q3 		$1.52K Buy
+13
New +$1.65K ﹤0.01% 1437

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Golden State Wealth Management's PLMR Position: Q2 2026 in Review

Golden State Wealth Management held its Palomar (PLMR) position steady in Q2 2026 at 13 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Golden State Wealth Management first reported a position in PLMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.69K in Q4 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Golden State Wealth Management held 13 shares of Palomar worth $1.64K as of Q2 2026.
  • Golden State Wealth Management left its Palomar share count unchanged in Q2 2026.
  • Palomar made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1420 holding.
  • Golden State Wealth Management first reported a position in Palomar in Q3 2025 and has held it in 4 quarters since.
  • Golden State Wealth Management's Palomar position peaked at $2.69K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.