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TFC Financial Management’s Palomar PLMR Stock Holding History

TFC Financial Management’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 		$127 Hold
1
– – ﹤0.01% 895
2026
Q1 		$120 Hold
1
– – ﹤0.01% 856
2025
Q4 		$135 Hold
1
– – ﹤0.01% 825
2025
Q3 		$117 Hold
1
– – ﹤0.01% 874
2025
Q2 		$155 Hold
1
– – ﹤0.01% 818
2025
Q1 		$138 Hold
1
– – ﹤0.01% 778
2024
Q4 		$106 Hold
1
– – ﹤0.01% 823
2024
Q3 		$95 Hold
1
– – ﹤0.01% 856
2024
Q2 		$82 Hold
1
– – ﹤0.01% 858
2024
Q1 		$84 Buy
+1
New +$69 ﹤0.01% 852

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

TFC Financial Management's PLMR Position: Q2 2026 in Review

TFC Financial Management held its Palomar (PLMR) position steady in Q2 2026 at 1 share worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #895.

TFC Financial Management first reported a position in PLMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $155 in Q2 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • TFC Financial Management held 1 share of Palomar worth $127 as of Q2 2026.
  • TFC Financial Management left its Palomar share count unchanged in Q2 2026.
  • Palomar made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #895 holding.
  • TFC Financial Management first reported a position in Palomar in Q1 2024 and has held it in 10 quarters since.
  • TFC Financial Management's Palomar position peaked at $155 in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.