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Patriot Financial Group Insurance Agency’s Palantir PLTR Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		$5.18M Sell
44,402
-33,566
-43% -$4.58M 0.53% 46
2026
Q1 		$11.4M Buy
77,968
+40,342
+107% +$6.17M 0.64% 32
2025
Q4 		$6.69M Buy
37,626
+5,991
+19% +$1.08M 0.8% 25
2025
Q3 		$5.77M Buy
31,635
+18,395
+139% +$2.98M 0.74% 31
2025
Q2 		$1.8M Buy
13,240
+1,550
+13% +$182K 0.21% 126
2025
Q1 		$987K Sell
11,690
-6,121
-34% -$538K 0.13% 195
2024
Q4 		$1.35M Buy
17,811
+2,955
+20% +$172K 0.18% 129
2024
Q3 		$553K Sell
14,856
-540
-4% -$16.6K 0.07% 280
2024
Q2 		$390K Buy
15,396
+4,966
+48% +$112K 0.06% 311
2024
Q1 		$240K Buy
+10,430
New +$222K 0.04% 414
2023
Q2 		– Sell
-10,069
Closed -$85.1K – 482
2023
Q1 		$85.1K Buy
+10,069
New +$78.8K 0.02% 443
2022
Q3 		– Sell
-8,443
Closed -$77K – 1532
2022
Q2 		$77K Sell
8,443
-1,150
-12% -$11.4K 0.02% 613
2022
Q1 		$132K Sell
9,593
-3,915
-29% -$52.2K 0.02% 504
2021
Q4 		$246K Sell
13,508
-582
-4% -$12.9K 0.04% 400
2021
Q3 		$339K Buy
14,090
+13,948
+9,823% +$340K 0.06% 314
2021
Q2 		$4K Buy
142
+1
+0.7% +$23 ﹤0.01% 1722
2021
Q1 		$3K Buy
+141
New +$3.87K ﹤0.01% 1705

Other funds holding PLTR

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PLTR Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Palantir (PLTR) stake by 43% in Q2 2026, selling an estimated $4.58M and leaving 44,402 shares worth $5.18M. The position accounts for 0.53% of the portfolio, ranked #46.

Patriot Financial Group Insurance Agency first reported a position in PLTR in Q1 2021 and has held it in 17 quarters since. The position peaked at $11.4M in Q1 2026. 1,357 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 44,402 shares of Palantir worth $5.18M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 33,566 Palantir shares in Q2 2026, an estimated $4.58M.
  • Palantir made up 0.53% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #46 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Palantir in Q1 2021 and has held it in 17 quarters since.
  • Patriot Financial Group Insurance Agency's Palantir position peaked at $11.4M in Q1 2026.
  • 1,357 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.