Western Financial Corp
PLTR icon

Western Financial Corp’s Palantir PLTR Stock Holding History

Western Financial Corp’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
Q3 		$8.72M Buy
46,609
+44,085
+1,747% +$7.03M 2.9% 3
2026
Q2 		$294K Sell
2,524
-3,735
-60% -$510K 0.09% 110
2026
Q1 		$916K Sell
6,259
-26,076
-81% -$3.99M 0.36% 58
2025
Q4 		$5.75M Sell
32,335
-10,403
-24% -$1.88M 2.28% 6
2025
Q3 		$7.8M Buy
42,738
+4,856
+13% +$787K 3.39% 4
2025
Q2 		$5.16M Buy
37,882
+7,971
+27% +$935K 2.77% 5
2025
Q1 		$2.52M Sell
29,911
-1,655
-5% -$145K 1.47% 9
2024
Q4 		$2.39M Sell
31,566
-3,076
-9% -$179K 1.31% 12
2024
Q3 		$1.29M Sell
34,642
-5,579
-14% -$171K 0.73% 34
2024
Q2 		$1.02M Sell
40,221
-544
-1% -$12.2K 0.62% 45
2024
Q1 		$938K Sell
40,765
-115
-0.3% -$2.45K 0.57% 50
2023
Q4 		$702K Sell
40,880
-3,449
-8% -$61.4K 0.47% 63
2023
Q3 		$709K Sell
44,329
-4,655
-10% -$74.1K 0.52% 51
2023
Q2 		$751K Buy
+48,984
New +$557K 0.51% 49
2021
Q4 		– Sell
-9,292
Closed -$223K – 91
2021
Q3 		$223K Buy
9,292
+127
+1% +$3.1K 0.13% 84
2021
Q2 		$242K Buy
+9,165
New +$212K 0.13% 81

Other funds holding PLTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Western Financial Corp's PLTR Position: Q3 2026 in Review

Western Financial Corp increased its Palantir (PLTR) stake by 1,747% in Q3 2026, buying an estimated $7.03M and bringing the position to 46,609 shares worth $8.72M. The position accounts for 2.9% of the portfolio, ranked #3.

Western Financial Corp first reported a position in PLTR in Q2 2021 and has held it in 16 quarters since. 2,098 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Western Financial Corp held 46,609 shares of Palantir worth $8.72M as of Q3 2026.
  • Western Financial Corp bought 44,085 Palantir shares in Q3 2026, an estimated $7.03M.
  • Palantir made up 2.9% of Western Financial Corp's portfolio in Q3 2026, its #3 holding.
  • Western Financial Corp first reported a position in Palantir in Q2 2021 and has held it in 16 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.