Legacy Trust’s Palantir PLTR Stock Holding History

Legacy Trust’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	$829K	Buy	4,505 +1,654	+58%	+$264K	0.14%	106
2026 Q2	$333K	Sell	2,851 -1,434	-33%	-$196K	0.06%	168
2026 Q1	$627K	Buy	4,285 +10	+0.2%	+$1.53K	0.12%	114
2025 Q4	$760K	Sell	4,275 -281	-6%	-$50.9K	0.14%	106
2025 Q3	$831K	Buy	4,556 +1,509	+50%	+$245K	0.16%	98
2025 Q2	$415K	Buy	3,047 +32	+1%	+$3.75K	0.1%	110
2025 Q1	$254K	Sell	3,015 -400	-12%	-$35.1K	0.06%	145
2024 Q4	$258K	Buy	+3,415	New	+$199K	0.06%	143
2024 Q1	–	Sell	-10,165	Closed	-$175K	–	157
2023 Q4	$175K	Buy	10,165 +65	+0.6%	+$1.16K	0.05%	154
2023 Q3	$162K	Buy	+10,100	New	+$161K	0.05%	154

Other funds holding PLTR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Legacy Trust's PLTR Position: Q3 2026 in Review

Legacy Trust increased its Palantir (PLTR) stake by 58% in Q3 2026, buying an estimated $264K and bringing the position to 4,505 shares worth $829K. The position accounts for 0.14% of the portfolio, ranked #106.

Legacy Trust first reported a position in PLTR in Q3 2023 and has held it in 10 quarters since. The position peaked at $831K in Q3 2025. 2,059 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Legacy Trust held 4,505 shares of Palantir worth $829K as of Q3 2026.
Legacy Trust bought 1,654 Palantir shares in Q3 2026, an estimated $264K.
Palantir made up 0.14% of Legacy Trust's portfolio in Q3 2026, its #106 holding.
Legacy Trust first reported a position in Palantir in Q3 2023 and has held it in 10 quarters since.
Legacy Trust's Palantir position peaked at $831K in Q3 2025.
2,059 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.