PLTR PALANTIR TECHNOLOGIES INC

Ownership history in Western Financial Corp/CA  ·  11 quarters on record

AI Ownership Summary

Western Financial Corp/CA reported PALANTIR TECHNOLOGIES INC (PLTR) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.39% in 2025 Q3. The latest visible filing shows PLTR at 2.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PLTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Western Financial Corp/CA's position in PALANTIR TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PLTR was reported at 2.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.39% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Western Financial Corp/CA held PLTR — position size vs. price
% of Fund (quarterly)    PLTR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 32,335 -10,403 -24.3% 2.28% $5.7M 2026-02-14 (Est.) $131.41
2025 Q3 ADDED 42,738 +4,856 +12.8% 3.39% $7.8M 2025-10-21 $181.51
2025 Q2 ADDED 37,882 +7,971 +26.6% 2.77% $5.2M 2025-07-17 $153.99
2025 Q1 REDUCED 29,911 -1,655 -5.2% 1.47% $2.5M 2025-04-23 $100.82
2024 Q4 REDUCED 31,566 -3,076 -8.9% 1.31% $2.4M 2025-01-24 $78.98
2024 Q3 REDUCED 34,642 -5,579 -13.9% 0.73% $1.3M 2024-10-21 $42.70
2024 Q2 REDUCED 40,221 -544 -1.3% 0.62% $1.0M 2024-07-19 $28.58
2024 Q1 REDUCED 40,765 -115 -0.3% 0.57% $938K 2024-04-24 $21.59
2023 Q4 REDUCED 40,880 -3,449 -7.8% 0.47% $702K 2024-01-25 $16.46
2023 Q3 REDUCED 44,329 -4,655 -9.5% 0.52% $709K 2023-10-19 $17.06
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Western Financial Corp/CA and PLTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Western Financial Corp/CA reported owning PLTR?

Western Financial Corp/CA reported PLTR across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PLTR position in Western Financial Corp/CA's portfolio?

The largest reported portfolio weight for PLTR was 3.39% in 2025 Q3.

What is the latest reported PLTR position on this page?

The most recent filing on this page is 2025 Q4, when Western Financial Corp/CA reported 32,335 shares, equal to 2.28% of portfolio, with an estimated market value of $5.7M.

What does the chart on this PLTR ownership page compare?

The chart compares Western Financial Corp/CA's quarterly PLTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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