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Souders Financial Advisors’s Palantir PLTR Stock Holding History

Souders Financial Advisors’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
Q1 		$449K Buy
3,072
+347
+13% +$53.1K 0.05% 151
2025
Q4 		$484K Sell
2,725
-398
-13% -$72.1K 0.06% 136
2025
Q3 		$570K Sell
3,123
-165
-5% -$26.7K 0.07% 125
2025
Q2 		$448K Buy
3,288
+682
+26% +$80K 0.06% 139
2025
Q1 		$220K Buy
+2,606
New +$229K 0.03% 175

Other funds holding PLTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Souders Financial Advisors's PLTR Position: Q1 2026 in Review

Souders Financial Advisors increased its Palantir (PLTR) stake by 13% in Q1 2026, buying an estimated $53.1K and bringing the position to 3,072 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #151.

Souders Financial Advisors first reported a position in PLTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $570K in Q3 2025. 2,978 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Souders Financial Advisors held 3,072 shares of Palantir worth $449K as of Q1 2026.
  • Souders Financial Advisors bought 347 Palantir shares in Q1 2026, an estimated $53.1K.
  • Palantir made up 0.05% of Souders Financial Advisors's portfolio in Q1 2026, its #151 holding.
  • Souders Financial Advisors first reported a position in Palantir in Q1 2025 and has held it in 5 quarters since.
  • Souders Financial Advisors's Palantir position peaked at $570K in Q3 2025.
  • 2,978 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.