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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
2024
Q4 		– Sell
-1,200
Closed -$44.6K – 527
2024
Q3 		$44.6K Buy
+1,200
New +$36.8K 0.01% 491
2024
Q2 		– Sell
-1,000
Closed -$23K – 509
2024
Q1 		$23K Buy
+1,000
New +$21.3K ﹤0.01% 474

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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. 2,022 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.
  • 2,022 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.