Patriot Financial Group Insurance Agency, LLC
InsurancePosition in PLTR — Palantir Technologies Inc.
CIK 1694883
Westborough, MA
Position in PLTR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,180,381
-$6,224,778 QoQ
Shares Held
44,402
-43.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#704
of 2,820 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Sep 30, 2024CallValue
$44,640
CallShares
1,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $33,296,854 across 9 Software - Infrastructure names. PLTR ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,519 | $19,590,637 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
44,402 | $5,180,381 | |
| 3 | FTNT |
Fortinet, Inc.
|
19,652 | $3,018,940 | |
| 4 | ORCL |
Oracle Corp
|
18,638 | $2,731,398 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,756 | $939,851 | |
| 6 | PATH |
UiPath, Inc.
|
85,374 | $928,015 | |
| 7 | VRSN |
Verisign Inc/Ca
|
2,400 | $603,744 | |
| 8 | PGY |
Pagaya Technologies Ltd.
|
13,118 | $239,403 |
All Filings in PLTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,180,381 | 44,402 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $11,405,159 | 77,968 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,688,021 | 37,626 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,770,856 | 31,635 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,804,876 | 13,240 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $986,636 | 11,690 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,347,045 | 17,811 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $44,640 | 1,200 | Call | Sole | 2024-10-24 | |
| 2024-09-30 | $552,643 | 14,856 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $389,980 | 15,396 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $23,010 | 1,000 | Call | Sole | 2024-04-30 | |
| 2024-03-31 | $239,994 | 10,430 | Shares | Sole | 2024-04-30 | |
| 2023-03-31 | $85,083 | 10,069 | Shares | Sole | 2023-04-20 | |
| 2022-06-30 | $76,578 | 8,443 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $131,711 | 9,593 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $245,980 | 13,508 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $338,723 | 14,090 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $3,743 | 142 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $3,283 | 141 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||