Wakefield Asset Management’s Palomar PLMR Stock Holding History

Wakefield Asset 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	$1.29M	Buy	10,231 +159	+2%	+$18.7K	0.29%	111
2026 Q1	$1.2M	Buy	+10,072	New	+$1.26M	0.32%	90
2022 Q4	–	Sell	-8,613	Closed	-$721K	–	177
2022 Q3	$721K	Sell	8,613 -4,491	-34%	-$330K	0.33%	84
2022 Q2	$844K	Buy	13,104 +58	+0.4%	+$3.5K	0.36%	72
2022 Q1	$835K	Buy	+13,046	New	+$741K	0.3%	102
2020 Q4	–	Sell	-7,952	Closed	-$829K	–	181
2020 Q3	$829K	Buy	7,952 +20	+0.3%	+$1.96K	0.39%	70
2020 Q2	$680K	Buy	+7,932	New	+$526K	0.32%	78

Other funds holding PLMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wakefield Asset Management's PLMR Position: Q2 2026 in Review

Wakefield Asset Management increased its Palomar (PLMR) stake by 1.6% in Q2 2026, buying an estimated $18.7K and bringing the position to 10,231 shares worth $1.29M. The position accounts for 0.29% of the portfolio, ranked #111.

Wakefield Asset Management first reported a position in PLMR in Q2 2020 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

Wakefield Asset Management held 10,231 shares of Palomar worth $1.29M as of Q2 2026.
Wakefield Asset Management bought 159 Palomar shares in Q2 2026, an estimated $18.7K.
Palomar made up 0.29% of Wakefield Asset Management's portfolio in Q2 2026, its #111 holding.
Wakefield Asset Management first reported a position in Palomar in Q2 2020 and has held it in 7 quarters since.
342 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.