Bay Harbor Wealth Management
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Bay Harbor Wealth Management’s Polaris PII Stock Holding History

Bay Harbor 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 		$626 Sell
12
-2
-14% -$129 ﹤0.01% 1062
2026
Q2 		$958 Buy
14
+6
+75% +$387 ﹤0.01% 883
2026
Q1 		$436 Buy
8
+1
+14% +$63 ﹤0.01% 1032
2025
Q4 		$442 Buy
7
+5
+250% +$329 ﹤0.01% 898
2025
Q3 		$116 Buy
2
+1
+100% +$54 ﹤0.01% 1150
2025
Q2 		$40 Buy
+1
New +$38 ﹤0.01% 1215

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Bay Harbor Wealth Management's PII Position: Q3 2026 in Review

Bay Harbor Wealth Management reduced its Polaris (PII) stake by 14% in Q3 2026, selling an estimated $129 and leaving 12 shares worth $626. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Bay Harbor Wealth Management first reported a position in PII in Q2 2025 and has held it in 6 quarters since. The position peaked at $958 in Q2 2026. 197 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Bay Harbor Wealth Management held 12 shares of Polaris worth $626 as of Q3 2026.
  • Bay Harbor Wealth Management sold 2 Polaris shares in Q3 2026, an estimated $129.
  • Polaris made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q3 2026, its #1062 holding.
  • Bay Harbor Wealth Management first reported a position in Polaris in Q2 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Polaris position peaked at $958 in Q2 2026.
  • 197 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.