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JFG Wealth Management’s Palantir PLTR Stock Holding History

JFG Wealth Management’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$807K Buy
4,426
+413
+10% +$66.9K 0.16% 33
2025
Q2 		$547K Hold
4,013
– – 0.11% 41
2025
Q1 		$339K Sell
4,013
-1,000
-20% -$87.8K 0.08% 62
2024
Q4 		$379K Buy
+5,013
New +$292K 0.09% 68
2024
Q2 		– Sell
-10,013
Closed -$230K – 69
2024
Q1 		$230K Sell
10,013
-15,987
-61% -$341K 0.06% 56
2023
Q4 		$446K Buy
+26,000
New +$463K 0.13% 44

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JFG Wealth Management's PLTR Position: Q3 2025 in Review

JFG Wealth Management increased its Palantir (PLTR) stake by 10% in Q3 2025, buying an estimated $66.9K and bringing the position to 4,426 shares worth $807K. The position accounts for 0.16% of the portfolio, ranked #33.

JFG Wealth Management first reported a position in PLTR in Q4 2023 and has held it in 6 quarters since. 2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

  • JFG Wealth Management held 4,426 shares of Palantir worth $807K as of Q3 2025.
  • JFG Wealth Management bought 413 Palantir shares in Q3 2025, an estimated $66.9K.
  • Palantir made up 0.16% of JFG Wealth Management's portfolio in Q3 2025, its #33 holding.
  • JFG Wealth Management first reported a position in Palantir in Q4 2023 and has held it in 6 quarters since.
  • 2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.