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Synergy Financial Group’s Palantir PLTR Stock Holding History

Synergy Financial Group’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 		$493K Sell
3,372
-4
-0.1% -$612 0.37% 59
2025
Q4 		$600K Sell
3,376
-1,004
-23% -$182K 0.42% 46
2025
Q3 		$799K Buy
4,380
+1,467
+50% +$238K 0.54% 39
2025
Q2 		$397K Buy
2,913
+43
+1% +$5.04K 0.29% 64
2025
Q1 		$242K Buy
+2,870
New +$252K 0.22% 95

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

Synergy Financial Group's PLTR Position: Q1 2026 in Review

Synergy Financial Group reduced its Palantir (PLTR) stake by 0.12% in Q1 2026, selling an estimated $612 and leaving 3,372 shares worth $493K. The position accounts for 0.37% of the portfolio, ranked #59.

Synergy Financial Group first reported a position in PLTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $799K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Synergy Financial Group held 3,372 shares of Palantir worth $493K as of Q1 2026.
  • Synergy Financial Group sold 4 Palantir shares in Q1 2026, an estimated $612.
  • Palantir made up 0.37% of Synergy Financial Group's portfolio in Q1 2026, its #59 holding.
  • Synergy Financial Group first reported a position in Palantir in Q1 2025 and has held it in 5 quarters since.
  • Synergy Financial Group's Palantir position peaked at $799K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

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