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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return