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TCFG Wealth Management’s Palantir PLTR Stock Holding History

TCFG Wealth Management’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 		$1.64M Buy
11,193
+1,385
+14% +$212K 0.61% 37
2025
Q4 		$1.74M Sell
9,808
-195
-2% -$35.3K 0.68% 32
2025
Q3 		$1.82M Sell
10,003
-1,239
-11% -$201K 0.72% 33
2025
Q2 		$1.53M Buy
11,242
+2,608
+30% +$306K 0.69% 32
2025
Q1 		$729K Buy
8,634
+1,576
+22% +$138K 0.37% 72
2024
Q4 		$534K Buy
7,058
+1,672
+31% +$97.4K 0.27% 95
2024
Q3 		$200K Buy
+5,386
New +$165K 0.1% 212

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

TCFG Wealth Management's PLTR Position: Q1 2026 in Review

TCFG Wealth Management increased its Palantir (PLTR) stake by 14% in Q1 2026, buying an estimated $212K and bringing the position to 11,193 shares worth $1.64M. The position accounts for 0.61% of the portfolio, ranked #37.

TCFG Wealth Management first reported a position in PLTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • TCFG Wealth Management held 11,193 shares of Palantir worth $1.64M as of Q1 2026.
  • TCFG Wealth Management bought 1,385 Palantir shares in Q1 2026, an estimated $212K.
  • Palantir made up 0.61% of TCFG Wealth Management's portfolio in Q1 2026, its #37 holding.
  • TCFG Wealth Management first reported a position in Palantir in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Palantir position peaked at $1.82M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.