Angeles Wealth Management’s Polaris PII Stock Holding History

Angeles Wealth Management’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 Q3	$1.15M	Sell	22,137 -35	-0.2%	-$2.26K	0.05%	143
2026 Q2	$1.52M	Sell	22,172 -326	-1%	-$21K	0.07%	119
2026 Q1	$1.23M	Sell	22,498 -32	-0.1%	-$2K	0.07%	118
2025 Q4	$1.43M	Buy	22,530 +80	+0.4%	+$5.27K	0.08%	98
2025 Q3	$1.31M	Sell	22,450 -1,200	-5%	-$64.7K	0.08%	91
2025 Q2	$961K	Sell	23,650 -22,029	-48%	-$830K	0.07%	110
2025 Q1	$1.87M	Buy	45,679 +22,804	+100%	+$1.09M	0.16%	55
2024 Q4	$1.32M	Buy	+22,875	New	+$1.59M	0.11%	69

Other funds holding PII

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Angeles Wealth Management's PII Position: Q3 2026 in Review

Angeles Wealth Management reduced its Polaris (PII) stake by 0.16% in Q3 2026, selling an estimated $2.26K and leaving 22,137 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #143.

Angeles Wealth Management first reported a position in PII in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.87M in Q1 2025. 91 funds tracked by Wall St. Rank hold PII as of Q3 2026.

Angeles Wealth Management held 22,137 shares of Polaris worth $1.15M as of Q3 2026.
Angeles Wealth Management sold 35 Polaris shares in Q3 2026, an estimated $2.26K.
Polaris made up 0.05% of Angeles Wealth Management's portfolio in Q3 2026, its #143 holding.
Angeles Wealth Management first reported a position in Polaris in Q4 2024 and has held it in 8 quarters since.
Angeles Wealth Management's Polaris position peaked at $1.87M in Q1 2025.
91 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.