Prestige Wealth Management Group’s Palomar PLMR Stock Holding History

Prestige Wealth Management Group’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 Q1	$956	Buy	8 +2	+33%	+$250	﹤0.01%	867
2025 Q4	$809	Hold	6	–	–	﹤0.01%	901
2025 Q3	$701	Hold	6	–	–	﹤0.01%	904
2025 Q2	$926	Hold	6	–	–	﹤0.01%	859
2025 Q1	$823	Hold	6	–	–	﹤0.01%	879
2024 Q4	$634	Hold	6	–	–	﹤0.01%	944
2024 Q3	$569	Hold	6	–	–	﹤0.01%	946
2024 Q2	$487	Hold	6	–	–	﹤0.01%	926
2024 Q1	$503	Hold	6	–	–	﹤0.01%	956
2023 Q4	$333	Hold	6	–	–	﹤0.01%	986
2023 Q3	$305	Buy	+6	New	+$328	﹤0.01%	1007

Other funds holding PLMR

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

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

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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

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