Sound Income Strategies’s Palomar PLMR Stock Holding History

Sound Income Strategies’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	-5	Closed	-$583	–	1866
2026 Q1	$583	Sell	5 -8	-62%	-$998	﹤0.01%	2375
2025 Q4	$1.67K	Buy	+13	New	+$1.59K	﹤0.01%	2176

Other funds holding PLMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sound Income Strategies's PLMR Position: Q2 2026 in Review

Sound Income Strategies sold out of Palomar (PLMR) in Q2 2026, closing a stake of 5 shares — an estimated $583 sold.

Sound Income Strategies first reported a position in PLMR in Q4 2025 and held it in 2 quarters. The position peaked at $1.67K in Q4 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

Sound Income Strategies reported no remaining Palomar position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 5 Palomar shares in Q2 2026, an estimated $583.
Sound Income Strategies first reported a position in Palomar in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's Palomar position peaked at $1.67K in Q4 2025.
341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.