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JFS Wealth Advisors’s Palomar PLMR Stock Holding History

JFS Wealth 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 		$3.03K Buy
24
+4
+20% +$471 ﹤0.01% 1469
2026
Q1 		$2.39K Buy
20
+2
+11% +$250 ﹤0.01% 1455
2025
Q4 		$2.43K Buy
18
+6
+50% +$732 ﹤0.01% 1482
2025
Q3 		$1.4K Sell
12
-6
-33% -$761 ﹤0.01% 1528
2025
Q2 		$2.78K Buy
18
+6
+50% +$929 ﹤0.01% 1296
2025
Q1 		$1.65K Hold
12
– – ﹤0.01% 1528
2024
Q4 		$1.27K Hold
12
– – ﹤0.01% 1628
2024
Q3 		$1.14K Hold
12
– – ﹤0.01% 1666
2024
Q2 		$974 Hold
12
– – ﹤0.01% 1671
2024
Q1 		$1.01K Hold
12
– – ﹤0.01% 1658
2023
Q4 		$666 Buy
12
+3
+33% +$168 ﹤0.01% 1747
2023
Q3 		$457 Sell
9
-2
-18% -$109 ﹤0.01% 1764
2023
Q2 		$639 Hold
11
– – ﹤0.01% 1712
2023
Q1 		$608 Buy
11
+2
+22% +$107 ﹤0.01% 1692
2022
Q4 		$406 Sell
9
-5
-36% -$341 ﹤0.01% 1765
2022
Q3 		$1K Buy
14
+5
+56% +$367 ﹤0.01% 1618
2022
Q2 		$1K Sell
9
-2
-18% -$121 ﹤0.01% 1612
2022
Q1 		$1K Buy
11
+7
+175% +$398 ﹤0.01% 1706
2021
Q4 		$0 Buy
+4
New +$311 ﹤0.01% 1838

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

JFS Wealth Advisors's PLMR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Palomar (PLMR) stake by 20% in Q2 2026, buying an estimated $471 and bringing the position to 24 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

JFS Wealth Advisors first reported a position in PLMR in Q4 2021 and has held it in 19 quarters since. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • JFS Wealth Advisors held 24 shares of Palomar worth $3.03K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Palomar shares in Q2 2026, an estimated $471.
  • Palomar made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1469 holding.
  • JFS Wealth Advisors first reported a position in Palomar in Q4 2021 and has held it in 19 quarters since.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.