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Kestra Private Wealth Services’s Palomar PLMR Stock Holding History

Kestra Private Wealth Services’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
2025
Q4 		– Sell
-2,878
Closed -$336K – 1789
2025
Q3 		$336K Sell
2,878
-6,959
-71% -$882K ﹤0.01% 1307
2025
Q2 		$1.52M Buy
9,837
+2,784
+39% +$431K 0.02% 584
2025
Q1 		$967K Buy
+7,053
New +$836K 0.02% 691

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kestra Private Wealth Services's PLMR Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Palomar (PLMR) in Q4 2025, closing a stake of 2,878 shares — an estimated $336K sold.

Kestra Private Wealth Services first reported a position in PLMR in Q1 2025 and held it in 3 quarters. The position peaked at $1.52M in Q2 2025. 340 funds tracked by Wall St. Rank hold PLMR as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining Palomar position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,878 Palomar shares in Q4 2025, an estimated $336K.
  • Kestra Private Wealth Services first reported a position in Palomar in Q1 2025 and held it in 3 quarters.
  • Kestra Private Wealth Services's Palomar position peaked at $1.52M in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Palomar as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.