IFP Advisors’s Palomar PLMR Stock Holding History

IFP 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 Q1	$89.7K	Buy	751 +87	+13%	+$10.9K	﹤0.01%	1915
2025 Q4	$89.5K	Buy	664 +150	+29%	+$18.3K	﹤0.01%	1872
2025 Q3	$60K	Buy	514 +179	+53%	+$22.7K	﹤0.01%	1981
2025 Q2	$60.9K	Buy	335 +284	+557%	+$44K	﹤0.01%	1945
2025 Q1	$6.99K	Buy	51 +39	+325%	+$4.62K	﹤0.01%	2702
2024 Q4	$1.27K	Buy	+12	New	+$1.22K	﹤0.01%	3231
2023 Q1	–	Sell	-20	Closed	-$2K	–	4168
2022 Q4	$2K	Sell	20 -10	-33%	-$681	﹤0.01%	4200
2022 Q3	$3K	Buy	30 +10	+50%	+$734	﹤0.01%	4247
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	4166
2022 Q1	$2K	Buy	+20	New	+$1.14K	﹤0.01%	4164
2021 Q3	–	Hold	0	–	–	–	4309
2021 Q2	–	Hold	0	–	–	–	4059
2021 Q1	–	Hold	0	–	–	–	3970
2020 Q4	–	Hold	0	–	–	–	3793
2020 Q3	–	Sell	-554	Closed	-$54.3K	–	3667
2020 Q2	$46K	Sell	554 -37	-6%	-$2.46K	﹤0.01%	1259
2020 Q1	$34K	Buy	+591	New	+$30.9K	﹤0.01%	1286

Other funds holding PLMR

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Janus Henderson Group

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

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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

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