JFS Wealth Advisors
PLTR icon

JFS Wealth Advisors’s Palantir PLTR Stock Holding History

JFS Wealth Advisors’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
2026
Q3 		$563K Buy
3,009
+1
+0% +$159 0.03% 219
2026
Q2 		$351K Sell
3,008
-1,246
-29% -$170K 0.02% 268
2026
Q1 		$622K Sell
4,254
-79
-2% -$12.1K 0.03% 209
2025
Q4 		$770K Buy
4,333
+143
+3% +$25.9K 0.04% 180
2025
Q3 		$764K Buy
4,190
+20
+0.5% +$3.24K 0.04% 179
2025
Q2 		$568K Sell
4,170
-2
-0% -$235 0.04% 198
2025
Q1 		$352K Sell
4,172
-2,596
-38% -$228K 0.02% 237
2024
Q4 		$512K Buy
6,768
+713
+12% +$41.5K 0.04% 193
2024
Q3 		$225K Sell
6,055
-90
-1% -$2.76K 0.02% 275
2024
Q2 		$156K Buy
6,145
+252
+4% +$5.67K 0.01% 267
2024
Q1 		$136K Buy
5,893
+5,431
+1,176% +$116K 0.01% 282
2023
Q4 		$7.93K Buy
462
+54
+13% +$962 ﹤0.01% 861
2023
Q3 		$6.53K Buy
408
+91
+29% +$1.45K ﹤0.01% 883
2023
Q2 		$4.86K Buy
317
+51
+19% +$580 ﹤0.01% 1015
2023
Q1 		$2.25K Buy
266
+252
+1,800% +$1.97K ﹤0.01% 1316
2022
Q4 		$90 Sell
14
-136
-91% -$1.03K ﹤0.01% 1887
2022
Q3 		$1K Buy
150
+149
+14,900% +$1.32K ﹤0.01% 1620
2022
Q2 		$0 Sell
1
-12
-92% -$119 ﹤0.01% 1890
2022
Q1 		$0 Buy
13
+8
+160% +$107 ﹤0.01% 1931
2021
Q4 		$0 Buy
+5
New +$110 ﹤0.01% 1839

Other funds holding PLTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

JFS Wealth Advisors's PLTR Position: Q3 2026 in Review

JFS Wealth Advisors increased its Palantir (PLTR) stake by 0.03% in Q3 2026, buying an estimated $159 and bringing the position to 3,009 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #219.

JFS Wealth Advisors first reported a position in PLTR in Q4 2021 and has held it in 20 quarters since. The position peaked at $770K in Q4 2025. 1,929 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • JFS Wealth Advisors held 3,009 shares of Palantir worth $563K as of Q3 2026.
  • JFS Wealth Advisors bought 1 Palantir share in Q3 2026, an estimated $159.
  • Palantir made up 0.03% of JFS Wealth Advisors's portfolio in Q3 2026, its #219 holding.
  • JFS Wealth Advisors first reported a position in Palantir in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Palantir position peaked at $770K in Q4 2025.
  • 1,929 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.