IWC
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Integrated Wealth Concepts’s Palomar PLMR Stock Holding History

Integrated Wealth Concepts’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 		$146K Buy
+1,156
New +$136K ﹤0.01% 2540

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

Integrated Wealth Concepts's PLMR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Palomar (PLMR) in Q2 2026: 1,156 shares worth $146K. The stake represents ﹤0.01% of the portfolio and ranks #2540 among its holdings.

341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Integrated Wealth Concepts held 1,156 shares of Palomar worth $146K as of Q2 2026.
  • Palomar was a new Integrated Wealth Concepts position in Q2 2026.
  • Palomar made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2540 holding.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.