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TD Private Client Wealth’s Palomar PLMR Stock Holding History

TD Private Client Wealth’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$632 Hold
5
– – ﹤0.01% 1543
2026
Q1 		$598 Hold
5
– – ﹤0.01% 1474
2025
Q4 		$674 Hold
5
– – ﹤0.01% 1449
2025
Q3 		$584 Buy
+5
New +$634 ﹤0.01% 1458
2025
Q2 		– Sell
-20
Closed -$2.74K – 1491
2025
Q1 		$2.74K Buy
+20
New +$2.37K ﹤0.01% 1154

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

TD Private Client Wealth's PLMR Position: Q2 2026 in Review

TD Private Client Wealth held its Palomar (PLMR) position steady in Q2 2026 at 5 shares worth $632. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

TD Private Client Wealth first reported a position in PLMR in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.74K in Q1 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • TD Private Client Wealth held 5 shares of Palomar worth $632 as of Q2 2026.
  • TD Private Client Wealth left its Palomar share count unchanged in Q2 2026.
  • Palomar made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1543 holding.
  • TD Private Client Wealth first reported a position in Palomar in Q1 2025 and has held it in 5 quarters since.
  • TD Private Client Wealth's Palomar position peaked at $2.74K in Q1 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.