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Root Financial Partners’s Palomar PLMR Stock Holding History

Root Financial Partners’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 		– Sell
-70
Closed -$8.37K – 2423
2026
Q1 		$8.37K Buy
70
+7
+11% +$874 ﹤0.01% 1754
2025
Q4 		$8.49K Buy
63
+16
+34% +$1.95K ﹤0.01% 1572
2025
Q3 		$5.49K Buy
+47
New +$5.96K ﹤0.01% 1691

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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

Root Financial Partners's PLMR Position: Q2 2026 in Review

Root Financial Partners sold out of Palomar (PLMR) in Q2 2026, closing a stake of 70 shares — an estimated $8.37K sold.

Root Financial Partners first reported a position in PLMR in Q3 2025 and held it in 3 quarters. The position peaked at $8.49K in Q4 2025. 342 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Root Financial Partners reported no remaining Palomar position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 70 Palomar shares in Q2 2026, an estimated $8.37K.
  • Root Financial Partners first reported a position in Palomar in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Palomar position peaked at $8.49K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.