PWPS
PLMR icon

Pinnacle Wealth Planning Services’s Palomar PLMR Stock Holding History

Pinnacle Wealth Planning Services’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
2026
Q2 		$81.9K Buy
648
+126
+24% +$14.8K 0.01% 979
2026
Q1 		$62.4K Buy
522
+25
+5% +$3.12K 0.01% 1073
2025
Q4 		$67K Buy
+497
New +$60.7K 0.01% 1010
2021
Q1 		– Sell
-9
Closed -$1K – 1518
2020
Q4 		$1K Buy
+9
New +$757 ﹤0.01% 2160

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Pinnacle Wealth Planning Services's PLMR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Palomar (PLMR) stake by 24% in Q2 2026, buying an estimated $14.8K and bringing the position to 648 shares worth $81.9K. The position accounts for 0.01% of the portfolio, ranked #979.

Pinnacle Wealth Planning Services first reported a position in PLMR in Q4 2020 and has held it in 4 quarters since. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 648 shares of Palomar worth $81.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 126 Palomar shares in Q2 2026, an estimated $14.8K.
  • Palomar made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #979 holding.
  • Pinnacle Wealth Planning Services first reported a position in Palomar in Q4 2020 and has held it in 4 quarters since.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.