Succession Financial’s Palantir PLTR Stock Holding History

Succession Financial’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	$901K	Buy	4,815 +2,749	+133%	+$438K	0.87%	15
2026 Q2	$241K	Buy	+2,066	New	+$282K	0.23%	41

Other funds holding PLTR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Succession Financial's PLTR Position: Q3 2026 in Review

Succession Financial increased its Palantir (PLTR) stake by 133% in Q3 2026, buying an estimated $438K and bringing the position to 4,815 shares worth $901K. The position accounts for 0.87% of the portfolio, ranked #15.

Succession Financial first reported a position in PLTR in Q2 2026 and has held it in 2 quarters since. 2,764 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Succession Financial held 4,815 shares of Palantir worth $901K as of Q3 2026.
Succession Financial bought 2,749 Palantir shares in Q3 2026, an estimated $438K.
Palantir made up 0.87% of Succession Financial's portfolio in Q3 2026, its #15 holding.
Succession Financial first reported a position in Palantir in Q2 2026 and has held it in 2 quarters since.
2,764 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Succession Financial's 13F filing for Q3 2026, filed 14 Oct 2026.