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Summit Financial’s Palantir PLTR Stock Holding History

Summit 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
Q1 		$48.3M Sell
330,251
-18,710
-5% -$2.86M 0.62% 24
2025
Q4 		$62M Buy
348,961
+5,833
+2% +$1.06M 0.91% 17
2025
Q3 		$62.6M Buy
+343,128
New +$55.6M 0.96% 16

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

Summit Financial's PLTR Position: Q1 2026 in Review

Summit Financial reduced its Palantir (PLTR) stake by 5.4% in Q1 2026, selling an estimated $2.86M and leaving 330,251 shares worth $48.3M. The position accounts for 0.62% of the portfolio, ranked #24.

Summit Financial first reported a position in PLTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $62.6M in Q3 2025. 2,979 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Summit Financial held 330,251 shares of Palantir worth $48.3M as of Q1 2026.
  • Summit Financial sold 18,710 Palantir shares in Q1 2026, an estimated $2.86M.
  • Palantir made up 0.62% of Summit Financial's portfolio in Q1 2026, its #24 holding.
  • Summit Financial first reported a position in Palantir in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Palantir position peaked at $62.6M in Q3 2025.
  • 2,979 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.