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Richardson Financial Services’s Palomar PLMR Stock Holding History

Richardson Financial 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 		$52.6K Buy
416
+40
+11% +$4.71K 0.03% 309
2026
Q1 		$44.9K Buy
376
+90
+31% +$11.2K 0.03% 310
2025
Q4 		$38.5K Buy
286
+69
+32% +$8.42K 0.01% 328
2025
Q3 		$25.3K Buy
217
+147
+210% +$18.6K 0.02% 348
2025
Q2 		$10.4K Hold
70
– – 0.01% 403
2025
Q1 		$9.6K Buy
+70
New +$8.29K 0.01% 382

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

Richardson Financial Services's PLMR Position: Q2 2026 in Review

Richardson Financial Services increased its Palomar (PLMR) stake by 11% in Q2 2026, buying an estimated $4.71K and bringing the position to 416 shares worth $52.6K. The position accounts for 0.03% of the portfolio, ranked #309.

Richardson Financial Services first reported a position in PLMR in Q1 2025 and has held it in 6 quarters since. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Richardson Financial Services held 416 shares of Palomar worth $52.6K as of Q2 2026.
  • Richardson Financial Services bought 40 Palomar shares in Q2 2026, an estimated $4.71K.
  • Palomar made up 0.03% of Richardson Financial Services's portfolio in Q2 2026, its #309 holding.
  • Richardson Financial Services first reported a position in Palomar in Q1 2025 and has held it in 6 quarters since.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.