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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
Q2 		$38.8M Buy
332,171
+1,920
+0.6% +$262K 0.42% 35
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Financial's PLTR Position: Q2 2026 in Review

Summit Financial increased its Palantir (PLTR) stake by 0.58% in Q2 2026, buying an estimated $262K and bringing the position to 332,171 shares worth $38.8M. The position accounts for 0.42% of the portfolio, ranked #35.

Summit Financial first reported a position in PLTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $62.6M in Q3 2025. 2,850 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Summit Financial held 332,171 shares of Palantir worth $38.8M as of Q2 2026.
  • Summit Financial bought 1,920 Palantir shares in Q2 2026, an estimated $262K.
  • Palantir made up 0.42% of Summit Financial's portfolio in Q2 2026, its #35 holding.
  • Summit Financial first reported a position in Palantir in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Palantir position peaked at $62.6M in Q3 2025.
  • 2,850 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.