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Twin Peaks Wealth Advisors’s Palomar PLMR Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-95
Closed -$11.4K – 1652
2026
Q1 		$11.4K Buy
+95
New +$11.9K ﹤0.01% 992
2025
Q3 		– Sell
-114
Closed -$14K – 1570
2025
Q2 		$14K Buy
+114
New +$17.7K ﹤0.01% 754

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

Twin Peaks Wealth Advisors's PLMR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Palomar (PLMR) in Q2 2026, closing a stake of 95 shares — an estimated $11.4K sold.

Twin Peaks Wealth Advisors first reported a position in PLMR in Q2 2025 and held it in 2 quarters. The position peaked at $14K in Q2 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Palomar position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 95 Palomar shares in Q2 2026, an estimated $11.4K.
  • Twin Peaks Wealth Advisors first reported a position in Palomar in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Palomar position peaked at $14K in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.