Shepherd Financial Partners
PLTR icon

Shepherd Financial Partners’s Palantir PLTR Stock Holding History

Shepherd Financial Partners’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
2026
Q3 		$2.22M Buy
11,886
+208
+2% +$33.1K 0.18% 78
2026
Q2 		$1.36M Buy
11,678
+3,789
+48% +$517K 0.11% 105
2026
Q1 		$1.15M Sell
7,889
-55
-0.7% -$8.41K 0.11% 106
2025
Q4 		$1.41M Buy
7,944
+164
+2% +$29.7K 0.13% 99
2025
Q3 		$1.42M Buy
7,780
+122
+2% +$19.8K 0.14% 100
2025
Q2 		$1.04M Buy
+7,658
New +$898K 0.11% 107

Other funds holding PLTR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Shepherd Financial Partners's PLTR Position: Q3 2026 in Review

Shepherd Financial Partners increased its Palantir (PLTR) stake by 1.8% in Q3 2026, buying an estimated $33.1K and bringing the position to 11,886 shares worth $2.22M. The position accounts for 0.18% of the portfolio, ranked #78.

Shepherd Financial Partners first reported a position in PLTR in Q2 2025 and has held it in 6 quarters since. 2,511 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Shepherd Financial Partners held 11,886 shares of Palantir worth $2.22M as of Q3 2026.
  • Shepherd Financial Partners bought 208 Palantir shares in Q3 2026, an estimated $33.1K.
  • Palantir made up 0.18% of Shepherd Financial Partners's portfolio in Q3 2026, its #78 holding.
  • Shepherd Financial Partners first reported a position in Palantir in Q2 2025 and has held it in 6 quarters since.
  • 2,511 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Shepherd Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.