Taylor Financial Group
PLTR icon

Taylor Financial Group’s Palantir PLTR Stock Holding History

Taylor 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
Q3 		$1.14M Sell
6,112
-1,025
-14% -$163K 0.62% 36
2026
Q2 		$833K Hold
7,137
– – 0.46% 44
2026
Q1 		$1.04M Buy
7,137
+25
+0.4% +$3.82K 0.63% 39
2025
Q4 		$1.26M Hold
7,112
– – 0.74% 34
2025
Q3 		$1.3M Hold
7,112
– – 0.75% 32
2025
Q2 		$970K Buy
7,112
+132
+2% +$15.5K 0.61% 37
2025
Q1 		$589K Hold
6,980
– – 0.41% 51
2024
Q4 		$528K Hold
6,980
– – 0.37% 56
2024
Q3 		$260K Buy
+6,980
New +$214K 0.18% 85

Other funds holding PLTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Taylor Financial Group's PLTR Position: Q3 2026 in Review

Taylor Financial Group reduced its Palantir (PLTR) stake by 14% in Q3 2026, selling an estimated $163K and leaving 6,112 shares worth $1.14M. The position accounts for 0.62% of the portfolio, ranked #36.

Taylor Financial Group first reported a position in PLTR in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q3 2025. 2,059 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Taylor Financial Group held 6,112 shares of Palantir worth $1.14M as of Q3 2026.
  • Taylor Financial Group sold 1,025 Palantir shares in Q3 2026, an estimated $163K.
  • Palantir made up 0.62% of Taylor Financial Group's portfolio in Q3 2026, its #36 holding.
  • Taylor Financial Group first reported a position in Palantir in Q3 2024 and has held it in 9 quarters since.
  • Taylor Financial Group's Palantir position peaked at $1.3M in Q3 2025.
  • 2,059 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Taylor Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.