Sun Financial’s Palantir PLTR Stock Holding History

Sun 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	$1.95M	Buy	11,131 +3,483	+46%	+$475K	0.92%	25
2026 Q1	$1.02M	Buy	7,648 +438	+6%	+$67K	0.51%	62
2025 Q4	$1.28M	Buy	+7,210	New	+$1.31M	0.71%	45

Other funds holding PLTR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sun Financial's PLTR Position: Q2 2026 in Review

Sun Financial increased its Palantir (PLTR) stake by 46% in Q2 2026, buying an estimated $475K and bringing the position to 11,131 shares worth $1.95M. The position accounts for 0.92% of the portfolio, ranked #25.

Sun Financial first reported a position in PLTR in Q4 2025 and has held it in 3 quarters since. 2,855 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Sun Financial held 11,131 shares of Palantir worth $1.95M as of Q2 2026.
Sun Financial bought 3,483 Palantir shares in Q2 2026, an estimated $475K.
Palantir made up 0.92% of Sun Financial's portfolio in Q2 2026, its #25 holding.
Sun Financial first reported a position in Palantir in Q4 2025 and has held it in 3 quarters since.
2,855 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

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