NBC Securities’s Palomar PLMR Stock Holding History

NBC Securities’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	-393	Closed	-$45.9K	–	2901
2025 Q3	$45.9K	Hold	393	–	–	﹤0.01%	1361
2025 Q2	$60K	Hold	393	–	–	﹤0.01%	1241
2025 Q1	$53K	Buy	+393	New	+$46.6K	﹤0.01%	1152
2024 Q4	–	Sell	-393	Closed	-$37K	–	1854
2024 Q3	$37K	Hold	393	–	–	﹤0.01%	1266
2024 Q2	$31K	Hold	393	–	–	﹤0.01%	1288
2024 Q1	$32K	Hold	393	–	–	﹤0.01%	1281
2023 Q4	$21K	Buy	393 +128	+48%	+$7.16K	﹤0.01%	1466
2023 Q3	$13K	Buy	+265	New	+$14.5K	﹤0.01%	1630

Other funds holding PLMR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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