AWA
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Aaron Wealth Advisors’s Polaris PII Stock Holding History

Aaron Wealth Advisors’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284K Buy
+4,146
New +$267K 0.01% 593

Other funds holding PII

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Aaron Wealth Advisors's PII Position: Q2 2026 in Review

Aaron Wealth Advisors opened a new position in Polaris (PII) in Q2 2026: 4,146 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #593 among its holdings.

55 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Aaron Wealth Advisors held 4,146 shares of Polaris worth $284K as of Q2 2026.
  • Polaris was a new Aaron Wealth Advisors position in Q2 2026.
  • Polaris made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #593 holding.
  • 55 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.