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Balance Wealth’s Polaris PII Stock Holding History

Balance Wealth’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 		$308K Hold
4,500
– – 0.08% 128
2026
Q1 		$245K Hold
4,500
– – 0.08% 130
2025
Q4 		$285K Hold
4,500
– – 0.09% 119
2025
Q3 		$262K Buy
+4,500
New +$243K 0.06% 121

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 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

Balance Wealth's PII Position: Q2 2026 in Review

Balance Wealth held its Polaris (PII) position steady in Q2 2026 at 4,500 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #128.

Balance Wealth first reported a position in PII in Q3 2025 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Balance Wealth held 4,500 shares of Polaris worth $308K as of Q2 2026.
  • Balance Wealth left its Polaris share count unchanged in Q2 2026.
  • Polaris made up 0.08% of Balance Wealth's portfolio in Q2 2026, its #128 holding.
  • Balance Wealth first reported a position in Polaris in Q3 2025 and has held it in 4 quarters since.
  • 113 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.