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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
Q2 		$85.7K Sell
678
-73
-10% -$8.59K ﹤0.01% 2084
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 – 4166
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
2020
Q3 		– Sell
-554
Closed -$54.3K – 2970
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
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

IFP Advisors's PLMR Position: Q2 2026 in Review

IFP Advisors reduced its Palomar (PLMR) stake by 9.7% in Q2 2026, selling an estimated $8.59K and leaving 678 shares worth $85.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

IFP Advisors first reported a position in PLMR in Q1 2020 and has held it in 13 quarters since. The position peaked at $89.7K in Q1 2026. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • IFP Advisors held 678 shares of Palomar worth $85.7K as of Q2 2026.
  • IFP Advisors sold 73 Palomar shares in Q2 2026, an estimated $8.59K.
  • Palomar made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2084 holding.
  • IFP Advisors first reported a position in Palomar in Q1 2020 and has held it in 13 quarters since.
  • IFP Advisors's Palomar position peaked at $89.7K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.