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Mark Sheptoff Financial Planning’s Palomar PLMR Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-15
Closed -$2.31K – 526
2025
Q2 		$2.31K Buy
+15
New +$2.32K ﹤0.01% 460

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mark Sheptoff Financial Planning's PLMR Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Palomar (PLMR) in Q3 2025, closing a stake of 15 shares — an estimated $2.31K sold.

Mark Sheptoff Financial Planning first reported a position in PLMR in Q2 2025 and held it in 1 quarter. The position peaked at $2.31K in Q2 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 15 Palomar shares in Q3 2025, an estimated $2.31K.
  • Mark Sheptoff Financial Planning first reported a position in Palomar in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Palomar position peaked at $2.31K in Q2 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.