Alley Investment Management Company’s Polaris PII Stock Holding History

Alley Investment Management Company’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	$208K	Sell	3,039 -977	-24%	-$62.9K	0.02%	89
2026 Q1	$219K	Sell	4,016 -677	-14%	-$42.4K	0.03%	83
2025 Q4	$297K	Sell	4,693 -346	-7%	-$22.8K	0.03%	84
2025 Q3	$293K	Sell	5,039 -252	-5%	-$13.6K	0.03%	81
2025 Q2	$215K	Hold	5,291	–	–	0.03%	84
2025 Q1	$217K	Hold	5,291	–	–	0.03%	87
2024 Q4	$305K	Sell	5,291 -83	-2%	-$5.78K	0.04%	80
2024 Q3	$447K	Hold	5,374	–	–	0.06%	73
2024 Q2	$421K	Hold	5,374	–	–	0.06%	73
2024 Q1	$538K	Hold	5,374	–	–	0.07%	72
2023 Q4	$509K	Hold	5,374	–	–	0.07%	74
2023 Q3	$560K	Sell	5,374 -1,000	-16%	-$119K	0.1%	68
2023 Q2	$771K	Hold	6,374	–	–	0.12%	68
2023 Q1	$705K	Sell	6,374 -83	-1%	-$9.2K	0.12%	67
2022 Q4	$652K	Buy	+6,457	New	+$673K	0.11%	69

Other funds holding PII

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alley Investment Management Company's PII Position: Q2 2026 in Review

Alley Investment Management Company reduced its Polaris (PII) stake by 24% in Q2 2026, selling an estimated $62.9K and leaving 3,039 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #89.

Alley Investment Management Company first reported a position in PII in Q4 2022 and has held it in 15 quarters since. The position peaked at $771K in Q2 2023. 229 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Alley Investment Management Company held 3,039 shares of Polaris worth $208K as of Q2 2026.
Alley Investment Management Company sold 977 Polaris shares in Q2 2026, an estimated $62.9K.
Polaris made up 0.02% of Alley Investment Management Company's portfolio in Q2 2026, its #89 holding.
Alley Investment Management Company first reported a position in Polaris in Q4 2022 and has held it in 15 quarters since.
Alley Investment Management Company's Polaris position peaked at $771K in Q2 2023.
229 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.