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Ballentine Partners’s Polaris PII Stock Holding History

Ballentine Partners’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 		$452K Buy
6,609
+55
+0.8% +$3.54K 0.01% 603
2026
Q1 		$357K Sell
6,554
-165
-2% -$10.3K 0.01% 660
2025
Q4 		$425K Sell
6,719
-42
-0.6% -$2.77K 0.01% 572
2025
Q3 		$393K Buy
6,761
+196
+3% +$10.6K 0.01% 584
2025
Q2 		$267K Sell
6,565
-4,621
-41% -$174K ﹤0.01% 737
2025
Q1 		$458K Buy
+11,186
New +$533K 0.01% 474
2024
Q4 		– Sell
-3,664
Closed -$305K – 936
2024
Q3 		$305K Buy
3,664
+668
+22% +$54.3K 0.01% 584
2024
Q2 		$235K Sell
2,996
-966
-24% -$81.8K ﹤0.01% 639
2024
Q1 		$397K Buy
3,962
+968
+32% +$88.9K 0.01% 450
2023
Q4 		$284K Sell
2,994
-1,476
-33% -$135K 0.01% 518
2023
Q3 		$466K Buy
+4,470
New +$531K 0.01% 335

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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ballentine Partners's PII Position: Q2 2026 in Review

Ballentine Partners increased its Polaris (PII) stake by 0.84% in Q2 2026, buying an estimated $3.54K and bringing the position to 6,609 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #603.

Ballentine Partners first reported a position in PII in Q3 2023 and has held it in 11 quarters since. The position peaked at $466K in Q3 2023. 73 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Ballentine Partners held 6,609 shares of Polaris worth $452K as of Q2 2026.
  • Ballentine Partners bought 55 Polaris shares in Q2 2026, an estimated $3.54K.
  • Polaris made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #603 holding.
  • Ballentine Partners first reported a position in Polaris in Q3 2023 and has held it in 11 quarters since.
  • Ballentine Partners's Polaris position peaked at $466K in Q3 2023.
  • 73 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.